DWM
DFAI

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 $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $528B AUM 27.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return