KSWA
DFAI

Kathleen S. Wright Associates’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-170
Closed -$5.14K – 231
2024
Q1 		$5.14K Buy
+170
New +$4.92K ﹤0.01% 201

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

Kathleen S. Wright Associates's DFAI Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2024, closing a stake of 170 shares — an estimated $5.14K sold.

Kathleen S. Wright Associates first reported a position in DFAI in Q1 2024 and held it in 1 quarter. The position peaked at $5.14K in Q1 2024. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 170 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $5.14K.
  • Kathleen S. Wright Associates first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Dimensional International Core Equity Market ETF position peaked at $5.14K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.