MCM
DFAI

Morton Capital Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Morton Capital 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
2022
Q1 		– Sell
-35,684
Closed -$1.06M – 85
2021
Q4 		$1.06M Buy
+35,684
New +$1.05M 0.43% 26

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

Morton Capital Management's DFAI Position: Q1 2022 in Review

Morton Capital Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2022, closing a stake of 35,684 shares — an estimated $1.06M sold.

Morton Capital Management first reported a position in DFAI in Q4 2021 and held it in 1 quarter. The position peaked at $1.06M in Q4 2021. 213 funds tracked by Wall St. Rank hold DFAI as of Q1 2022.

  • Morton Capital Management reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Capital Management sold 35,684 Dimensional International Core Equity Market ETF shares in Q1 2022, an estimated $1.06M.
  • Morton Capital Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and held it in 1 quarter.
  • Morton Capital Management's Dimensional International Core Equity Market ETF position peaked at $1.06M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2022.

Based on Morton Capital Management's 13F filing for Q1 2022, filed 5 Dec 2023.