BWA
DFAI

BCU Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

BCU Wealth 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
2025
Q1 		– Sell
-13,733
Closed -$401K – 51
2024
Q4 		$401K Sell
13,733
-101,452
-88% -$3.08M 0.23% 35
2024
Q3 		$3.66M Buy
115,185
+19,482
+20% +$596K 2.18% 9
2024
Q2 		$2.84M Buy
95,703
+17,047
+22% +$512K 2.1% 9
2024
Q1 		$2.38M Buy
78,656
+26,133
+50% +$757K 2.02% 8
2023
Q4 		$1.5M Buy
+52,523
New +$1.4M 1.63% 8

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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $570B AUM 27.57% 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

BCU Wealth Advisors's DFAI Position: Q1 2025 in Review

BCU Wealth Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2025, closing a stake of 13,733 shares — an estimated $401K sold.

BCU Wealth Advisors first reported a position in DFAI in Q4 2023 and held it in 5 quarters. The position peaked at $3.66M in Q3 2024. 605 funds tracked by Wall St. Rank hold DFAI as of Q1 2025.

  • BCU Wealth Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • BCU Wealth Advisors sold 13,733 Dimensional International Core Equity Market ETF shares in Q1 2025, an estimated $401K.
  • BCU Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and held it in 5 quarters.
  • BCU Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $3.66M in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2025.

Based on BCU Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.