CWR
DFAI

Chico Wealth RIA’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Chico Wealth RIA’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
2026
Q1 		$39M Buy
1,001,616
+29,440
+3% +$1.18M 23.84% 2
2025
Q4 		$37M Buy
972,176
+49,651
+5% +$1.84M 24.14% 2
2025
Q3 		$33.5M Buy
922,525
+19,270
+2% +$682K 22.79% 2
2025
Q2 		$31.2M Sell
903,255
-21,101
-2% -$691K 24.7% 2
2025
Q1 		$28.9M Buy
924,356
+19,882
+2% +$614K 25.05% 2
2024
Q4 		$26.4M Buy
904,474
+45,889
+5% +$1.39M 23.09% 2
2024
Q3 		$27.3M Sell
858,585
-13,040
-1% -$399K 23.34% 2
2024
Q2 		$25.9M Buy
871,625
+24,969
+3% +$749K 23.7% 2
2024
Q1 		$25.6M Buy
846,656
+39,419
+5% +$1.14M 24.2% 2
2023
Q4 		$23.1M Sell
807,237
-5,174
-0.6% -$138K 24.09% 2
2023
Q3 		$21.2M Buy
812,411
+26,096
+3% +$709K 25.37% 2
2023
Q2 		$21.5M Buy
786,315
+20,239
+3% +$554K 25.6% 2
2023
Q1 		$20.6M Sell
766,076
-169,429
-18% -$4.5M 26.56% 2
2022
Q4 		$23.4M Buy
935,505
+11,102
+1% +$266K 26.2% 2
2022
Q3 		$19.9M Buy
924,403
+227,046
+33% +$5.47M 23.15% 2
2022
Q2 		$16.8M Sell
697,357
-31,431
-4% -$825K 13.68% 3
2022
Q1 		$20.5M Buy
+728,788
New +$20.8M 16.44% 2

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return