LWAC
DFAI

Laurel Wealth Advisors (California)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$215K Sell
8,586
-47,764
-85% -$1.15M 0.02% 612
2022
Q3 		$1.22M Buy
56,350
+370
+0.7% +$8.91K 0.13% 170
2022
Q2 		$1.35M Buy
55,980
+5,670
+11% +$149K 0.14% 166
2022
Q1 		$1.42M Buy
50,310
+7,345
+17% +$209K 0.12% 185
2021
Q4 		$1.27M Buy
42,965
+20,289
+89% +$598K 0.1% 214
2021
Q3 		$656K Buy
22,676
+11,403
+101% +$337K 0.12% 199
2021
Q2 		$329K Buy
+11,273
New +$330K 0.04% 376

Other funds holding DFAI

SFC
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CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return