Alpha Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Alpha Financial Advisors’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
2023 Q2	–	Sell	-10,912	Closed	-$294K	–	43
2023 Q1	$294K	Sell	10,912 -59,882	-85%	-$1.59M	0.2%	32
2022 Q4	$1.77M	Buy	+70,794	New	+$1.7M	1.54%	13

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MFT

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Alpha Financial Advisors's DFAI Position: Q2 2023 in Review

Alpha Financial Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2023, closing a stake of 10,912 shares — an estimated $294K sold.

Alpha Financial Advisors first reported a position in DFAI in Q4 2022 and held it in 2 quarters. The position peaked at $1.77M in Q4 2022. 362 funds tracked by Wall St. Rank hold DFAI as of Q2 2023.

Alpha Financial Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
Alpha Financial Advisors sold 10,912 Dimensional International Core Equity Market ETF shares in Q2 2023, an estimated $294K.
Alpha Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 2 quarters.
Alpha Financial Advisors's Dimensional International Core Equity Market ETF position peaked at $1.77M in Q4 2022.
362 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2023.

Based on Alpha Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.