FFS
DFAI

Founders Financial Securities’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-47,942
Closed -$1.52M – 441
2024
Q3 		$1.52M Sell
47,942
-6,308
-12% -$193K 0.14% 135
2024
Q2 		$1.61M Buy
54,250
+32,255
+147% +$968K 0.15% 127
2024
Q1 		$665K Buy
+21,995
New +$637K 0.07% 222

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Founders Financial Securities's DFAI Position: Q4 2024 in Review

Founders Financial Securities sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2024, closing a stake of 47,942 shares — an estimated $1.52M sold.

Founders Financial Securities first reported a position in DFAI in Q1 2024 and held it in 3 quarters. The position peaked at $1.61M in Q2 2024. 578 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

  • Founders Financial Securities reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 47,942 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $1.52M.
  • Founders Financial Securities first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and held it in 3 quarters.
  • Founders Financial Securities's Dimensional International Core Equity Market ETF position peaked at $1.61M in Q2 2024.
  • 578 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.