CSWM
DFAI

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

Cassady Schiller 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
Q4 		$147K Hold
5,024
– – 0.05% 136
2024
Q3 		$160K Hold
5,024
– – 0.06% 133
2024
Q2 		$149K Buy
5,024
+2,587
+106% +$77.6K 0.06% 132
2024
Q1 		$73.6K Buy
2,437
+193
+9% +$5.59K 0.03% 178
2023
Q4 		$64.3K Buy
2,244
+111
+5% +$2.96K 0.03% 183
2023
Q3 		$55.7K Hold
2,133
– – 0.03% 184
2023
Q2 		$58.3K Buy
2,133
+870
+69% +$23.8K 0.03% 180
2023
Q1 		$34K Hold
1,263
– – 0.02% 232
2022
Q4 		$31.6K Buy
+1,263
New +$30.3K 0.02% 231

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return