Cobblestone Capital Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cobblestone Capital Advisors’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	–	Sell	-7,665	Closed	-$244K	–	296
2024 Q3	$244K	Hold	7,665	–	–	0.01%	261
2024 Q2	$227K	Hold	7,665	–	–	0.01%	257
2024 Q1	$232K	Hold	7,665	–	–	0.01%	255
2023 Q4	$220K	Hold	7,665	–	–	0.01%	257
2023 Q3	$200K	Hold	7,665	–	–	0.01%	257
2023 Q2	$209K	Hold	7,665	–	–	0.01%	254
2023 Q1	$207K	Sell	7,665 -1,565	-17%	-$41.6K	0.02%	258
2022 Q4	$231K	Buy	+9,230	New	+$222K	0.02%	248
2022 Q3	–	Sell	-16,735	Closed	-$404K	–	261
2022 Q2	$404K	Buy	+16,735	New	+$439K	0.03%	177

Other funds holding DFAI

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cobblestone Capital Advisors's DFAI Position: Q4 2024 in Review

Cobblestone Capital Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2024, closing a stake of 7,665 shares — an estimated $244K sold.

Cobblestone Capital Advisors first reported a position in DFAI in Q2 2022 and held it in 9 quarters. The position peaked at $404K in Q2 2022. 578 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

Cobblestone Capital Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
Cobblestone Capital Advisors sold 7,665 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $244K.
Cobblestone Capital Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and held it in 9 quarters.
Cobblestone Capital Advisors's Dimensional International Core Equity Market ETF position peaked at $404K in Q2 2022.
578 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Cobblestone Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.