Drive Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Drive Wealth Management’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 Q3	–	Sell	-159,274	Closed	-$4.73M	–	329
2024 Q2	$4.73M	Buy	159,274 +9,891	+7%	+$297K	1.27%	15
2024 Q1	$4.51M	Buy	149,383 +13,228	+10%	+$383K	1.26%	17
2023 Q4	$3.9M	Buy	136,155 +608	+0.4%	+$16.2K	1.26%	16
2023 Q3	$3.54M	Sell	135,547 -8,850	-6%	-$240K	1.29%	15
2023 Q2	$3.94M	Sell	144,397 -12,346	-8%	-$338K	1.46%	12
2023 Q1	$4.22M	Buy	156,743 +48,524	+45%	+$1.29M	1.77%	11
2022 Q4	$2.71M	Buy	+108,219	New	+$2.6M	1.35%	11

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Drive Wealth Management's DFAI Position: Q3 2024 in Review

Drive Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2024, closing a stake of 159,274 shares — an estimated $4.73M sold.

Drive Wealth Management first reported a position in DFAI in Q4 2022 and held it in 7 quarters. The position peaked at $4.73M in Q2 2024. 515 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

Drive Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 159,274 Dimensional International Core Equity Market ETF shares in Q3 2024, an estimated $4.73M.
Drive Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 7 quarters.
Drive Wealth Management's Dimensional International Core Equity Market ETF position peaked at $4.73M in Q2 2024.
515 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.