BFO
DFAI

Biltmore Family Office’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Biltmore Family Office’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 		$13.2K Hold
340
– – ﹤0.01% 304
2025
Q4 		$13K Hold
340
– – ﹤0.01% 302
2025
Q3 		$12.4K Hold
340
– – ﹤0.01% 270
2025
Q2 		$11.8K Hold
340
– – ﹤0.01% 267
2025
Q1 		$10.6K Hold
340
– – ﹤0.01% 257
2024
Q4 		$9.93K Hold
340
– – ﹤0.01% 255
2024
Q3 		$10.8K Hold
340
– – ﹤0.01% 254
2024
Q2 		$10.1K Hold
340
– – ﹤0.01% 231
2024
Q1 		$10.3K Hold
340
– – ﹤0.01% 221
2023
Q4 		$9.74K Sell
340
-24,531
-99% -$655K ﹤0.01% 219
2023
Q3 		$649K Hold
24,871
– – 0.15% 95
2023
Q2 		$679K Hold
24,871
– – 0.14% 91
2023
Q1 		$670K Buy
+24,871
New +$661K 0.14% 102

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