KFP
DFAI

Keener Financial Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-432
Closed -$13K – 177
2024
Q3 		$13K Buy
+432
New +$13.2K 0.01% 123

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Keener Financial Planning's DFAI Position: Q4 2024 in Review

Keener Financial Planning sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2024, closing a stake of 432 shares — an estimated $13K sold.

Keener Financial Planning first reported a position in DFAI in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 578 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

  • Keener Financial Planning reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 432 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $13K.
  • Keener Financial Planning first reported a position in Dimensional International Core Equity Market ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's Dimensional International Core Equity Market ETF position peaked at $13K in Q3 2024.
  • 578 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.