BCM
DFAI

Brainard Capital Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Brainard Capital 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
2023
Q1 		$4.81M Buy
178,473
+28,756
+19% +$764K 3.68% 7
2022
Q4 		$3.75M Buy
+149,717
New +$3.59M 3.18% 8

Other funds holding DFAI

SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 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 $77.5B AUM 27.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Brainard Capital Management's DFAI Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 19% in Q1 2023, buying an estimated $764K and bringing the position to 178,473 shares worth $4.81M. The position accounts for 3.68% of the portfolio, ranked #7.

Brainard Capital Management first reported a position in DFAI in Q4 2022 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold DFAI as of Q1 2023.

  • Brainard Capital Management held 178,473 shares of Dimensional International Core Equity Market ETF worth $4.81M as of Q1 2023.
  • Brainard Capital Management bought 28,756 Dimensional International Core Equity Market ETF shares in Q1 2023, an estimated $764K.
  • Dimensional International Core Equity Market ETF made up 3.68% of Brainard Capital Management's portfolio in Q1 2023, its #7 holding.
  • Brainard Capital Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.