OLVIG
DFAI

Oliver Lagore Vanvalin Investment Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		$77.6K Buy
2,656
+1,719
+183% +$52.1K 0.02% 209
2024
Q3 		$29.8K Buy
937
+128
+16% +$3.92K 0.01% 302
2024
Q2 		$24K Buy
809
+175
+28% +$5.25K 0.01% 318
2024
Q1 		$19.2K Sell
634
-767
-55% -$22.2K 0.01% 347
2023
Q4 		$40.1K Buy
1,401
+381
+37% +$10.2K 0.01% 233
2023
Q3 		$26.6K Buy
1,020
+71
+7% +$1.93K 0.01% 313
2023
Q2 		$25.9K Buy
949
+140
+17% +$3.83K 0.01% 336
2023
Q1 		$21.8K Buy
+809
New +$21.5K 0.01% 278

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFAI Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 183% in Q4 2024, buying an estimated $52.1K and bringing the position to 2,656 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #209.

Oliver Lagore Vanvalin Investment Group first reported a position in DFAI in Q1 2023 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 2,656 shares of Dimensional International Core Equity Market ETF worth $77.6K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 1,719 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $52.1K.
  • Dimensional International Core Equity Market ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #209 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 8 quarters since.
  • 579 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.