CWM
DFAI

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

Castle 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
2022
Q4 		– Sell
-5,265
Closed -$114K – 228
2022
Q3 		$114K Sell
5,265
-250
-5% -$6.02K 0.07% 135
2022
Q2 		$133K Buy
+5,515
New +$145K 0.08% 126

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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castle Wealth Management's DFAI Position: Q4 2022 in Review

Castle Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2022, closing a stake of 5,265 shares — an estimated $114K sold.

Castle Wealth Management first reported a position in DFAI in Q2 2022 and held it in 2 quarters. The position peaked at $133K in Q2 2022. 323 funds tracked by Wall St. Rank hold DFAI as of Q4 2022.

  • Castle Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 5,265 Dimensional International Core Equity Market ETF shares in Q4 2022, an estimated $114K.
  • Castle Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Dimensional International Core Equity Market ETF position peaked at $133K in Q2 2022.
  • 323 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.