MFW
DFAI

Mosaic Family Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$789K Sell
26,666
-401
-1% -$11.8K 0.21% 77
2021
Q3 		$783K Buy
27,067
+8,996
+50% +$266K 0.22% 71
2021
Q2 		$528K Buy
18,071
+6,363
+54% +$187K 0.15% 93
2021
Q1 		$326K Buy
+11,708
New +$322K 0.09% 115

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 $79.5B AUM 27.1% 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 $1.56M AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Mosaic Family Wealth's DFAI Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 1.5% in Q4 2021, selling an estimated $11.8K and leaving 26,666 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #77.

Mosaic Family Wealth first reported a position in DFAI in Q1 2021 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold DFAI as of Q4 2021.

  • Mosaic Family Wealth held 26,666 shares of Dimensional International Core Equity Market ETF worth $789K as of Q4 2021.
  • Mosaic Family Wealth sold 401 Dimensional International Core Equity Market ETF shares in Q4 2021, an estimated $11.8K.
  • Dimensional International Core Equity Market ETF made up 0.21% of Mosaic Family Wealth's portfolio in Q4 2021, its #77 holding.
  • Mosaic Family Wealth first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.