APC
DFAI

Asset Planning Corporation’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$18.4M Buy
507,510
+29,885
+6% +$1.06M 8.75% 3
2025
Q2 		$16.5M Buy
477,625
+57,335
+14% +$1.88M 8.79% 4
2025
Q1 		$13.1M Buy
420,290
+13,655
+3% +$422K 7.73% 3
2024
Q4 		$11.9M Buy
406,635
+51,164
+14% +$1.55M 7.44% 4
2024
Q3 		$11.3M Buy
+355,471
New +$10.9M 7.37% 4

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return