CCA
DFAI

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

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