AAS
DFAI

Avantax Advisory Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Avantax Advisory Services’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
Q2 		$1.57M Buy
45,403
+6,551
+17% +$215K 0.01% 919
2025
Q1 		$1.21M Sell
38,852
-12
-0% -$370 0.01% 991
2024
Q4 		$1.13M Buy
38,864
+3,400
+10% +$103K 0.01% 982
2024
Q3 		$1.13M Sell
35,464
-4,779
-12% -$146K 0.01% 958
2024
Q2 		$1.19M Buy
40,243
+6,582
+20% +$198K 0.01% 889
2024
Q1 		$1.02M Buy
33,661
+3,201
+11% +$92.7K 0.01% 738
2023
Q4 		$872K Buy
30,460
+21,207
+229% +$566K 0.01% 764
2023
Q3 		$242K Buy
9,253
+1,249
+16% +$33.9K ﹤0.01% 1314
2023
Q2 		$219K Sell
8,004
-3
-0% -$82 ﹤0.01% 1357
2023
Q1 		$216K Buy
+8,007
New +$213K ﹤0.01% 1337

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return