Consolidated Planning Corp’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Consolidated Planning Corp’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 Q2	–	Sell	-64,747	Closed	-$1.74M	–	165
2023 Q1	$1.74M	Sell	64,747 -1,840	-3%	-$48.9K	0.45%	57
2022 Q4	$1.67M	Buy	+66,587	New	+$1.6M	0.46%	56

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

Jane Street New York $777B AUM 61.18% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Consolidated Planning Corp's DFAI Position: Q2 2023 in Review

Consolidated Planning Corp sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2023, closing a stake of 64,747 shares — an estimated $1.74M sold.

Consolidated Planning Corp first reported a position in DFAI in Q4 2022 and held it in 2 quarters. The position peaked at $1.74M in Q1 2023. 361 funds tracked by Wall St. Rank hold DFAI as of Q2 2023.

Consolidated Planning Corp reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
Consolidated Planning Corp sold 64,747 Dimensional International Core Equity Market ETF shares in Q2 2023, an estimated $1.74M.
Consolidated Planning Corp first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 2 quarters.
Consolidated Planning Corp's Dimensional International Core Equity Market ETF position peaked at $1.74M in Q1 2023.
361 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2023.

Based on Consolidated Planning Corp's 13F filing for Q2 2023, filed 14 Aug 2023.