MWA
DFAI

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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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