BHPW
DFAI

Beverly Hills Private Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$942K Hold
24,175
– – 0.16% 129
2025
Q4 		$921K Sell
24,175
-500
-2% -$18.5K 0.16% 129
2025
Q3 		$897K Hold
24,675
– – 0.16% 135
2025
Q2 		$853K Sell
24,675
-100
-0.4% -$3.28K 0.16% 137
2025
Q1 		$774K Hold
24,775
– – 0.15% 137
2024
Q4 		$723K Sell
24,775
-9,513
-28% -$288K 0.15% 136
2024
Q3 		$1.09M Hold
34,288
– – 0.22% 117
2024
Q2 		$1.02M Hold
34,288
– – 0.22% 114
2024
Q1 		$1.04M Hold
34,288
– – 0.24% 104
2023
Q4 		$982K Hold
34,288
– – 0.26% 89
2023
Q3 		$895K Sell
34,288
-34,288
-50% -$931K 0.27% 91
2023
Q2 		$1.88M Buy
68,576
+34,288
+100% +$938K 0.31% 79
2023
Q1 		$924K Hold
34,288
– – 0.29% 89
2022
Q4 		$859K Buy
+34,288
New +$823K 0.38% 76

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return