DY
DFAI

Dowling & Yahnke’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Dowling & Yahnke’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
Q3 		$32.8M Buy
1,520,432
+1,259,366
+482% +$30.3M 1.53% 17
2022
Q2 		$6.3M Buy
+261,066
New +$6.85M 0.3% 89

Other funds holding DFAI

CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return

Dowling & Yahnke's DFAI Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional International Core Equity Market ETF (DFAI) stake by 482% in Q3 2022, buying an estimated $30.3M and bringing the position to 1,520,432 shares worth $32.8M. The position accounts for 1.53% of the portfolio, ranked #17.

Dowling & Yahnke first reported a position in DFAI in Q2 2022 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold DFAI as of Q3 2022.

  • Dowling & Yahnke held 1,520,432 shares of Dimensional International Core Equity Market ETF worth $32.8M as of Q3 2022.
  • Dowling & Yahnke bought 1,259,366 Dimensional International Core Equity Market ETF shares in Q3 2022, an estimated $30.3M.
  • Dimensional International Core Equity Market ETF made up 1.53% of Dowling & Yahnke's portfolio in Q3 2022, its #17 holding.
  • Dowling & Yahnke first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.