BWA
DFAI

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
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
P
&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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return