AP
DFAI

Americana Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Americana Partners’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
2024
Q1 		– Sell
-9,826
Closed -$281K – 344
2023
Q4 		$281K Hold
9,826
– – 0.03% 267
2023
Q3 		$257K Buy
+9,826
New +$267K 0.03% 260

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

Americana Partners's DFAI Position: Q1 2024 in Review

Americana Partners sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2024, closing a stake of 9,826 shares — an estimated $281K sold.

Americana Partners first reported a position in DFAI in Q3 2023 and held it in 2 quarters. The position peaked at $281K in Q4 2023. 477 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

  • Americana Partners reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Americana Partners sold 9,826 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $281K.
  • Americana Partners first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and held it in 2 quarters.
  • Americana Partners's Dimensional International Core Equity Market ETF position peaked at $281K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

Based on Americana Partners's 13F filing for Q1 2024, filed 7 May 2024.