CWM
DFAI

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

Cahill 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
2025
Q1 		$7.3M Buy
233,646
+38,227
+20% +$1.18M 3.71% 7
2024
Q4 		$5.71M Buy
195,419
+12,802
+7% +$388K 2.91% 8
2024
Q3 		$5.8M Buy
182,617
+33,390
+22% +$1.02M 3% 8
2024
Q2 		$4.43M Buy
149,227
+24,366
+20% +$731K 2.64% 7
2024
Q1 		$3.77M Buy
124,861
+5,174
+4% +$150K 2.2% 9
2023
Q4 		$3.43M Buy
119,687
+53,737
+81% +$1.43M 2.3% 9
2023
Q3 		$1.72M Buy
65,950
+10,460
+19% +$284K 1.32% 14
2023
Q2 		$1.52M Buy
55,490
+7,645
+16% +$209K 1.05% 16
2023
Q1 		$1.29M Buy
47,845
+6,451
+16% +$171K 0.95% 18
2022
Q4 		$1.12M Buy
+41,394
New +$994K 0.82% 19
2022
Q3 		– Sell
-14,720
Closed -$355K – 42
2022
Q2 		$355K Sell
14,720
-3,800
-21% -$99.8K 0.3% 37
2022
Q1 		$521K Buy
+18,520
New +$528K 0.39% 29

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cahill Wealth Management's DFAI Position: Q1 2025 in Review

Cahill Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 20% in Q1 2025, buying an estimated $1.18M and bringing the position to 233,646 shares worth $7.3M. The position accounts for 3.71% of the portfolio, ranked #7.

Cahill Wealth Management first reported a position in DFAI in Q1 2022 and has held it in 12 quarters since. 606 funds tracked by Wall St. Rank hold DFAI as of Q1 2025.

  • Cahill Wealth Management held 233,646 shares of Dimensional International Core Equity Market ETF worth $7.3M as of Q1 2025.
  • Cahill Wealth Management bought 38,227 Dimensional International Core Equity Market ETF shares in Q1 2025, an estimated $1.18M.
  • Dimensional International Core Equity Market ETF made up 3.71% of Cahill Wealth Management's portfolio in Q1 2025, its #7 holding.
  • Cahill Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and has held it in 12 quarters since.
  • 606 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.