RWG
DFAI

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

Regal Wealth 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
2023
Q4 		$5.55M Buy
196,730
+11,781
+6% +$315K 3.42% 10
2023
Q3 		$4.83M Buy
184,949
+2,259
+1% +$61.4K 3.3% 11
2023
Q2 		$4.91M Buy
182,690
+137,419
+304% +$3.76M 3.22% 12
2023
Q1 		$1.25M Buy
+45,271
New +$1.2M 0.89% 25

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regal Wealth Group's DFAI Position: Q4 2023 in Review

Regal Wealth Group increased its Dimensional International Core Equity Market ETF (DFAI) stake by 6.4% in Q4 2023, buying an estimated $315K and bringing the position to 196,730 shares worth $5.55M. The position accounts for 3.42% of the portfolio, ranked #10.

Regal Wealth Group first reported a position in DFAI in Q1 2023 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold DFAI as of Q4 2023.

  • Regal Wealth Group held 196,730 shares of Dimensional International Core Equity Market ETF worth $5.55M as of Q4 2023.
  • Regal Wealth Group bought 11,781 Dimensional International Core Equity Market ETF shares in Q4 2023, an estimated $315K.
  • Dimensional International Core Equity Market ETF made up 3.42% of Regal Wealth Group's portfolio in Q4 2023, its #10 holding.
  • Regal Wealth Group first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and has held it in 4 quarters since.
  • 454 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.