Adams Chetwood Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Adams Chetwood Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$5.77M	Buy	204,963 +16,464	+9%	+$469K	3.27%	6
2021 Q4	$5.57M	Buy	188,499 +25,408	+16%	+$748K	3.79%	5
2021 Q3	$4.71M	Buy	163,091 +50,506	+45%	+$1.49M	3.41%	5
2021 Q2	$3.29M	Buy	112,585 +36,211	+47%	+$1.06M	2.32%	10
2021 Q1	$2.13M	Buy	76,374 +55,783	+271%	+$1.54M	1.62%	14
2020 Q4	$546K	Buy	+20,591	New	+$535K	0.45%	44

Other funds holding DFAI

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return