DI
DFAI

Disciplined Investments’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Disciplined Investments’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
-1,134
Closed -$31K – 472
2023
Q2 		$31K Buy
1,134
+10
+0.9% +$274 0.02% 241
2023
Q1 		$30.3K Buy
1,124
+376
+50% +$9.99K 0.01% 267
2022
Q4 		$18.7K Buy
748
+696
+1,338% +$16.7K 0.01% 289
2022
Q3 		$1K Hold
52
– – ﹤0.01% 858
2022
Q2 		$1K Hold
52
– – ﹤0.01% 872
2022
Q1 		$1K Hold
52
– – ﹤0.01% 931
2021
Q4 		$2K Hold
52
– – ﹤0.01% 440
2021
Q3 		$2K Hold
52
– – ﹤0.01% 389
2021
Q2 		$2K Buy
+52
New +$1.52K ﹤0.01% 376

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
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

Disciplined Investments's DFAI Position: Q3 2023 in Review

Disciplined Investments sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2023, closing a stake of 1,134 shares — an estimated $31K sold.

Disciplined Investments first reported a position in DFAI in Q2 2021 and held it in 9 quarters. The position peaked at $31K in Q2 2023. 385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

  • Disciplined Investments reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,134 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $31K.
  • Disciplined Investments first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's Dimensional International Core Equity Market ETF position peaked at $31K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.