RW
DFAI

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

REDW 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
2024
Q4 		– Sell
-16,109
Closed -$512K – 114
2024
Q3 		$512K Hold
16,109
– – 0.13% 85
2024
Q2 		$478K Hold
16,109
– – 0.13% 87
2024
Q1 		$487K Sell
16,109
-787
-5% -$22.8K 0.13% 86
2023
Q4 		$484K Hold
16,896
– – 0.14% 80
2023
Q3 		$441K Hold
16,896
– – 0.14% 86
2023
Q2 		$462K Buy
16,896
+7,480
+79% +$205K 0.14% 87
2023
Q1 		$254K Buy
9,416
+240
+3% +$6.38K 0.08% 117
2022
Q4 		$230K Buy
+9,176
New +$220K 0.08% 121

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 $528B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return