GWM
DFAI

Grand Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Grand 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
2022
Q3 		– Sell
-5,270
Closed -$127K – 60
2022
Q2 		$127K Buy
+5,270
New +$138K 0.06% 40

Other funds holding DFAI

CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Grand Wealth Management's DFAI Position: Q3 2022 in Review

Grand Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2022, closing a stake of 5,270 shares — an estimated $127K sold.

Grand Wealth Management first reported a position in DFAI in Q2 2022 and held it in 1 quarter. The position peaked at $127K in Q2 2022. 250 funds tracked by Wall St. Rank hold DFAI as of Q3 2022.

  • Grand Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2022 after selling out during the quarter.
  • Grand Wealth Management sold 5,270 Dimensional International Core Equity Market ETF shares in Q3 2022, an estimated $127K.
  • Grand Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and held it in 1 quarter.
  • Grand Wealth Management's Dimensional International Core Equity Market ETF position peaked at $127K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2022.

Based on Grand Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.