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

Bordeaux 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 Q2	$573K	Hold	16,571	–	–	0.07%	79
2025 Q1	$518K	Hold	16,571	–	–	0.1%	86
2024 Q4	$484K	Buy	16,571 +129	+0.8%	+$3.91K	0.08%	88
2024 Q3	$523K	Buy	16,442 +70	+0.4%	+$2.14K	0.09%	87
2024 Q2	$486K	Buy	16,372 +209	+1%	+$6.27K	0.09%	85
2024 Q1	$488K	Buy	16,163 +26	+0.2%	+$753	0.16%	58
2023 Q4	$462K	Buy	16,137 +96	+0.6%	+$2.56K	0.16%	64
2023 Q3	$419K	Buy	16,041 +85	+0.5%	+$2.31K	0.17%	60
2023 Q2	$436K	Buy	15,956 +209	+1%	+$5.72K	0.18%	62
2023 Q1	$424K	Buy	15,747 +54	+0.3%	+$1.44K	0.22%	65
2022 Q4	$393K	Buy	15,693 +83	+0.5%	+$1.99K	0.22%	61
2022 Q3	$337K	Buy	+15,610	New	+$376K	0.21%	64

Other funds holding DFAI

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bordeaux Wealth Advisors's DFAI Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q2 2025 at 16,571 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #79.

Bordeaux Wealth Advisors first reported a position in DFAI in Q3 2022 and has held it in 12 quarters since. 637 funds tracked by Wall St. Rank hold DFAI as of Q2 2025.

Bordeaux Wealth Advisors held 16,571 shares of Dimensional International Core Equity Market ETF worth $573K as of Q2 2025.
Bordeaux Wealth Advisors left its Dimensional International Core Equity Market ETF share count unchanged in Q2 2025.
Dimensional International Core Equity Market ETF made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #79 holding.
Bordeaux Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q3 2022 and has held it in 12 quarters since.
637 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.