CWG
DFAI

Crown Wealth Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-16,256
Closed -$458K – 78
2022
Q1 		$458K Sell
16,256
-340,934
-95% -$9.71M 0.32% 52
2021
Q4 		$10.6M Buy
+357,190
New +$10.5M 9.8% 3

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Crown Wealth Group's DFAI Position: Q2 2022 in Review

Crown Wealth Group sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2022, closing a stake of 16,256 shares — an estimated $458K sold.

Crown Wealth Group first reported a position in DFAI in Q4 2021 and held it in 2 quarters. The position peaked at $10.6M in Q4 2021. 236 funds tracked by Wall St. Rank hold DFAI as of Q2 2022.

  • Crown Wealth Group reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 16,256 Dimensional International Core Equity Market ETF shares in Q2 2022, an estimated $458K.
  • Crown Wealth Group first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's Dimensional International Core Equity Market ETF position peaked at $10.6M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.