RWA
DFAI

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

Redmont 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
Q4 		$2.95M Buy
77,382
+8,874
+13% +$329K 4.47% 6
2025
Q3 		$2.49M Buy
68,508
+1,351
+2% +$47.8K 3.47% 6
2025
Q2 		$2.32M Buy
67,157
+8,642
+15% +$283K 3.41% 6
2025
Q1 		$1.83M Buy
58,515
+49,307
+535% +$1.52M 3.56% 7
2024
Q4 		$269K Hold
9,208
– – 0.46% 56
2024
Q3 		$293K Hold
9,208
– – 0.45% 59
2024
Q2 		$273K Hold
9,208
– – 0.43% 63
2024
Q1 		$278K Hold
9,208
– – 0.39% 59
2023
Q4 		$264K Hold
9,208
– – 0.38% 58
2023
Q3 		$240K Hold
9,208
– – 0.42% 56
2023
Q2 		$252K Buy
+9,208
New +$252K 0.43% 60

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return