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

BetterWealth’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 Q2	–	Sell	-6,702	Closed	-$203K	–	63
2024 Q1	$203K	Buy	+6,702	New	+$194K	0.07%	62
2022 Q2	–	Sell	-47,502	Closed	-$1.34M	–	40
2022 Q1	$1.34M	Buy	47,502 +1,469	+3%	+$41.9K	1.79%	8
2021 Q4	$1.36M	Buy	+46,033	New	+$1.36M	0.95%	11

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

BetterWealth's DFAI Position: Q2 2024 in Review

BetterWealth sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2024, closing a stake of 6,702 shares — an estimated $203K sold.

BetterWealth first reported a position in DFAI in Q4 2021 and held it in 3 quarters. The position peaked at $1.36M in Q4 2021. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

BetterWealth reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
BetterWealth sold 6,702 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $203K.
BetterWealth first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and held it in 3 quarters.
BetterWealth's Dimensional International Core Equity Market ETF position peaked at $1.36M in Q4 2021.
501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on BetterWealth's 13F filing for Q2 2024, filed 19 Jul 2024.