LFA
DFAI

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
LI
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return