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

CMH 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
2023 Q3	–	Sell	-7,896	Closed	-$216K	–	46
2023 Q2	$216K	Sell	7,896 -11,000	-58%	-$301K	0.06%	45
2023 Q1	$509K	Buy	+18,896	New	+$502K	0.15%	46

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

CMH Wealth Management's DFAI Position: Q3 2023 in Review

CMH Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2023, closing a stake of 7,896 shares — an estimated $216K sold.

CMH Wealth Management first reported a position in DFAI in Q1 2023 and held it in 2 quarters. The position peaked at $509K in Q1 2023. 385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

CMH Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
CMH Wealth Management sold 7,896 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $216K.
CMH Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and held it in 2 quarters.
CMH Wealth Management's Dimensional International Core Equity Market ETF position peaked at $509K in Q1 2023.
385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

Based on CMH Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.