BPWM
DFAI icon

Black Point Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Black Point Wealth Management’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
-9,676
Closed -$283K – 17
2024
Q4 		$283K Buy
9,676
+41
+0.4% +$1.24K 0.33% 35
2024
Q3 		$306K Buy
9,635
+24
+0.2% +$735 0.35% 34
2024
Q2 		$285K Buy
+9,611
New +$288K 0.3% 36

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 $528B 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 $930M AUM 18.15% 1-Year Est. Return