LWM
DFAI

LJI Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

LJI Wealth Management’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
Q3 		– Sell
-39,860
Closed -$39.9K – 168
2023
Q2 		$39.9K Buy
+39,860
New +$1.09M 0.01% 179

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 $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

LJI Wealth Management's DFAI Position: Q3 2023 in Review

LJI Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2023, closing a stake of 39,860 shares — an estimated $39.9K sold.

LJI Wealth Management first reported a position in DFAI in Q2 2023 and held it in 1 quarter. The position peaked at $39.9K in Q2 2023. 385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

  • LJI Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 39,860 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $39.9K.
  • LJI Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Dimensional International Core Equity Market ETF position peaked at $39.9K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.