LFS
DFAI

Lutz Financial Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Lutz Financial Services’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
Q1 		– Sell
-8,206
Closed -$243K – 62
2021
Q4 		$243K Buy
8,206
+285
+4% +$8.39K 0.03% 60
2021
Q3 		$229K Buy
+7,921
New +$234K 0.03% 61

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Lutz Financial Services's DFAI Position: Q1 2022 in Review

Lutz Financial Services sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2022, closing a stake of 8,206 shares — an estimated $243K sold.

Lutz Financial Services first reported a position in DFAI in Q3 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 213 funds tracked by Wall St. Rank hold DFAI as of Q1 2022.

  • Lutz Financial Services reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Lutz Financial Services sold 8,206 Dimensional International Core Equity Market ETF shares in Q1 2022, an estimated $243K.
  • Lutz Financial Services first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and held it in 2 quarters.
  • Lutz Financial Services's Dimensional International Core Equity Market ETF position peaked at $243K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2022.

Based on Lutz Financial Services's 13F filing for Q1 2022, filed 25 Apr 2022.