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 $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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
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