HIA
DFAI

HTG Investment Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

HTG Investment Advisors’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
Q2 		– Sell
-8,674
Closed -$234K – 52
2023
Q1 		$234K Sell
8,674
-2,870
-25% -$76.2K 0.21% 46
2022
Q4 		$289K Buy
+11,544
New +$277K 0.29% 43

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

HTG Investment Advisors's DFAI Position: Q2 2023 in Review

HTG Investment Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2023, closing a stake of 8,674 shares — an estimated $234K sold.

HTG Investment Advisors first reported a position in DFAI in Q4 2022 and held it in 2 quarters. The position peaked at $289K in Q4 2022. 361 funds tracked by Wall St. Rank hold DFAI as of Q2 2023.

  • HTG Investment Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • HTG Investment Advisors sold 8,674 Dimensional International Core Equity Market ETF shares in Q2 2023, an estimated $234K.
  • HTG Investment Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 2 quarters.
  • HTG Investment Advisors's Dimensional International Core Equity Market ETF position peaked at $289K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2023.

Based on HTG Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.