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

Bullock 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
2024 Q1	–	Sell	-142	Closed	-$4.07K	–	580
2023 Q4	$4.07K	Hold	142	–	–	﹤0.01%	454
2023 Q3	$3.65K	Hold	142	–	–	﹤0.01%	439
2023 Q2	$3.88K	Buy	+142	New	+$3.89K	﹤0.01%	439

Other funds holding DFAI

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

Bullock Wealth Management's DFAI Position: Q1 2024 in Review

Bullock Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2024, closing a stake of 142 shares — an estimated $4.07K sold.

Bullock Wealth Management first reported a position in DFAI in Q2 2023 and held it in 3 quarters. The position peaked at $4.07K in Q4 2023. 480 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

Bullock Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
Bullock Wealth Management sold 142 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $4.07K.
Bullock Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and held it in 3 quarters.
Bullock Wealth Management's Dimensional International Core Equity Market ETF position peaked at $4.07K in Q4 2023.
480 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

Based on Bullock Wealth Management's 13F filing for Q1 2024, filed 24 Sep 2026.