Mills Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Mills Wealth 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
2025 Q1	–	Sell	-55,027	Closed	-$1.61M	–	69
2024 Q4	$1.61M	Buy	55,027 +17,973	+49%	+$545K	0.91%	25
2024 Q3	$1.18M	Buy	37,054 +1,777	+5%	+$54.4K	0.81%	24
2024 Q2	$1.05M	Buy	35,277 +162	+0.5%	+$4.86K	0.75%	26
2024 Q1	$1.06M	Sell	35,115 -17,998	-34%	-$521K	0.78%	26
2023 Q4	$1.52M	Buy	53,113 +2,361	+5%	+$63K	1.16%	19
2023 Q3	$1.33M	Sell	50,752 -6,887	-12%	-$187K	1.06%	21
2023 Q2	$1.57M	Buy	57,639 +9	+0%	+$246	1.2%	20
2023 Q1	$1.55M	Sell	57,630 -9,677	-14%	-$257K	1.25%	18
2022 Q4	$1.69M	Buy	+67,307	New	+$1.62M	1.52%	18

Other funds holding DFAI

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Mills Wealth Advisors's DFAI Position: Q1 2025 in Review

Mills Wealth Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2025, closing a stake of 55,027 shares — an estimated $1.61M sold.

Mills Wealth Advisors first reported a position in DFAI in Q4 2022 and held it in 9 quarters. The position peaked at $1.69M in Q4 2022. 605 funds tracked by Wall St. Rank hold DFAI as of Q1 2025.

Mills Wealth Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
Mills Wealth Advisors sold 55,027 Dimensional International Core Equity Market ETF shares in Q1 2025, an estimated $1.61M.
Mills Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 9 quarters.
Mills Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $1.69M in Q4 2022.
605 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2025.

Based on Mills Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.