IAA
DFAI

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
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
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
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return