FWP
DFAI

Falcon Wealth Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Falcon Wealth Planning’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
2021
Q4 		– Sell
-24,025
Closed -$787K – 80
2021
Q3 		$787K Buy
+24,025
New +$711K 0.3% 31

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Falcon Wealth Planning's DFAI Position: Q4 2021 in Review

Falcon Wealth Planning sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2021, closing a stake of 24,025 shares — an estimated $787K sold.

Falcon Wealth Planning first reported a position in DFAI in Q3 2021 and held it in 1 quarter. The position peaked at $787K in Q3 2021. 181 funds tracked by Wall St. Rank hold DFAI as of Q4 2021.

  • Falcon Wealth Planning reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Falcon Wealth Planning sold 24,025 Dimensional International Core Equity Market ETF shares in Q4 2021, an estimated $787K.
  • Falcon Wealth Planning first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and held it in 1 quarter.
  • Falcon Wealth Planning's Dimensional International Core Equity Market ETF position peaked at $787K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2021.

Based on Falcon Wealth Planning's 13F filing for Q4 2021, filed 24 Jan 2022.