Landmark Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Landmark Financial 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 Q4	$6.98M	Buy	243,871 +23,916	+11%	+$639K	2.51%	12
2023 Q3	$5.74M	Buy	219,955 +13,067	+6%	+$355K	2.33%	12
2023 Q2	$5.65M	Buy	206,888 +20,354	+11%	+$557K	2.32%	12
2023 Q1	$5.03M	Buy	186,534 +57,761	+45%	+$1.53M	2.21%	12
2022 Q4	$3.22M	Buy	128,773 +60,745	+89%	+$1.46M	1.49%	16
2022 Q3	$1.47M	Buy	68,028 +40,427	+146%	+$974K	0.78%	27
2022 Q2	$666K	Buy	+27,601	New	+$725K	0.33%	42

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

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Landmark Financial Advisors's DFAI Position: Q4 2023 in Review

Landmark Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q4 2023, buying an estimated $639K and bringing the position to 243,871 shares worth $6.98M. The position accounts for 2.51% of the portfolio, ranked #12.

Landmark Financial Advisors first reported a position in DFAI in Q2 2022 and has held it in 7 quarters since. 454 funds tracked by Wall St. Rank hold DFAI as of Q4 2023.

Landmark Financial Advisors held 243,871 shares of Dimensional International Core Equity Market ETF worth $6.98M as of Q4 2023.
Landmark Financial Advisors bought 23,916 Dimensional International Core Equity Market ETF shares in Q4 2023, an estimated $639K.
Dimensional International Core Equity Market ETF made up 2.51% of Landmark Financial Advisors's portfolio in Q4 2023, its #12 holding.
Landmark Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and has held it in 7 quarters since.
454 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.