FPGK
DFAI

Financial Partners Group (Kansas)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-8,243
Closed -$214K – 168
2023
Q3 		$214K Buy
+8,243
New +$224K 0.04% 148

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Partners Group (Kansas)'s DFAI Position: Q4 2023 in Review

Financial Partners Group (Kansas) sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2023, closing a stake of 8,243 shares — an estimated $214K sold.

Financial Partners Group (Kansas) first reported a position in DFAI in Q3 2023 and held it in 1 quarter. The position peaked at $214K in Q3 2023. 454 funds tracked by Wall St. Rank hold DFAI as of Q4 2023.

  • Financial Partners Group (Kansas) reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 8,243 Dimensional International Core Equity Market ETF shares in Q4 2023, an estimated $214K.
  • Financial Partners Group (Kansas) first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and held it in 1 quarter.
  • Financial Partners Group (Kansas)'s Dimensional International Core Equity Market ETF position peaked at $214K in Q3 2023.
  • 454 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2023, filed 9 Feb 2024.