BSW
DFAI

Buckingham Strategic Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$41.9M Buy
1,413,867
+87,636
+7% +$2.63M 0.43% 38
2024
Q1 		$40.1M Buy
1,326,231
+620,843
+88% +$18M 0.42% 38
2023
Q4 		$20.2M Buy
705,388
+329,056
+87% +$8.79M 0.24% 59
2023
Q3 		$9.83M Buy
376,332
+123,481
+49% +$3.35M 0.14% 85
2023
Q2 		$6.91M Buy
252,851
+93,809
+59% +$2.57M 0.1% 106
2023
Q1 		$3.98M Hold
159,042
– – 0.07% 127
2022
Q4 		$3.98M Buy
159,042
+64,734
+69% +$1.55M 0.07% 127
2022
Q3 		$2.03M Sell
94,308
-22,346
-19% -$538K 0.04% 172
2022
Q2 		$2.82M Buy
116,654
+106,962
+1,104% +$2.81M 0.06% 147
2022
Q1 		$273K Sell
9,692
-220
-2% -$6.27K 0.01% 494
2021
Q4 		$293K Buy
+9,912
New +$292K 0.01% 477

Other funds holding DFAI

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return