GP
DFAI

Girard Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Girard Partners’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
Q2 		$373K Sell
12,578
-2,308
-16% -$69.3K 0.04% 201
2024
Q1 		$450K Sell
14,886
-2,367
-14% -$68.5K 0.04% 195
2023
Q4 		$494K Hold
17,253
– – 0.05% 188
2023
Q3 		$450K Sell
17,253
-380
-2% -$10.3K 0.05% 179
2023
Q2 		$482K Buy
+17,633
New +$483K 0.05% 178

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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Girard Partners's DFAI Position: Q2 2024 in Review

Girard Partners reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 16% in Q2 2024, selling an estimated $69.3K and leaving 12,578 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #201.

Girard Partners first reported a position in DFAI in Q2 2023 and has held it in 5 quarters since. The position peaked at $494K in Q4 2023. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

  • Girard Partners held 12,578 shares of Dimensional International Core Equity Market ETF worth $373K as of Q2 2024.
  • Girard Partners sold 2,308 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $69.3K.
  • Dimensional International Core Equity Market ETF made up 0.04% of Girard Partners's portfolio in Q2 2024, its #201 holding.
  • Girard Partners first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and has held it in 5 quarters since.
  • Girard Partners's Dimensional International Core Equity Market ETF position peaked at $494K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.