OWA
DFAI

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

Octavia 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
2024
Q1 		– Sell
-18,878
Closed -$541K – 224
2023
Q4 		$541K Buy
+18,878
New +$504K 0.1% 114

Other funds holding DFAI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

Octavia Wealth Advisors's DFAI Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2024, closing a stake of 18,878 shares — an estimated $541K sold.

Octavia Wealth Advisors first reported a position in DFAI in Q4 2023 and held it in 1 quarter. The position peaked at $541K in Q4 2023. 477 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 18,878 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $541K.
  • Octavia Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $541K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.