Independent Advisor Alliance’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Independent Advisor Alliance’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 Q3	–	Sell	-35,649	Closed	-$1.06M	–	720
2024 Q2	$1.06M	Buy	35,649 +362	+1%	+$10.9K	0.04%	315
2024 Q1	$1.07M	Buy	35,287 +45	+0.1%	+$1.3K	0.04%	309
2023 Q4	$1.01M	Buy	35,242 +167	+0.5%	+$4.46K	0.04%	309
2023 Q3	$916K	Buy	35,075 +148	+0.4%	+$4.02K	0.04%	306
2023 Q2	$954K	Buy	34,927 +1,484	+4%	+$40.6K	0.04%	311
2023 Q1	$901K	Buy	33,443 +6,710	+25%	+$178K	0.04%	301
2022 Q4	$669K	Buy	+26,733	New	+$642K	0.23%	59

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's DFAI Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2024, closing a stake of 35,649 shares — an estimated $1.06M sold.

Independent Advisor Alliance first reported a position in DFAI in Q4 2022 and held it in 7 quarters. The position peaked at $1.07M in Q1 2024. 514 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

Independent Advisor Alliance reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2024 after selling out during the quarter.
Independent Advisor Alliance sold 35,649 Dimensional International Core Equity Market ETF shares in Q3 2024, an estimated $1.06M.
Independent Advisor Alliance first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 7 quarters.
Independent Advisor Alliance's Dimensional International Core Equity Market ETF position peaked at $1.07M in Q1 2024.
514 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.