Relaxing Retirement Coach’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Relaxing Retirement Coach’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 Q2	$1.75M	Sell	64,026 -91,292	-59%	-$2.5M	0.53%	23
2023 Q1	$4.19M	Sell	155,318 -76,013	-33%	-$2.02M	1.39%	14
2022 Q4	$5.79M	Sell	231,331 -266,922	-54%	-$6.41M	2.15%	11
2022 Q3	$10.8M	Sell	498,253 -214,118	-30%	-$5.16M	5.08%	8
2022 Q2	$17.2M	Sell	712,371 -202,815	-22%	-$5.32M	8.67%	3
2022 Q1	$25.8M	Buy	915,186 +438,467	+92%	+$12.5M	13.22%	2
2021 Q4	$14.1M	Buy	476,719 +402,080	+539%	+$11.8M	8.11%	3
2021 Q3	$2.16M	Buy	+74,639	New	+$2.21M	1.77%	17

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFT

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Relaxing Retirement Coach's DFAI Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 59% in Q2 2023, selling an estimated $2.5M and leaving 64,026 shares worth $1.75M. The position accounts for 0.53% of the portfolio, ranked #23.

Relaxing Retirement Coach first reported a position in DFAI in Q3 2021 and has held it in 8 quarters since. The position peaked at $25.8M in Q1 2022. 362 funds tracked by Wall St. Rank hold DFAI as of Q2 2023.

Relaxing Retirement Coach held 64,026 shares of Dimensional International Core Equity Market ETF worth $1.75M as of Q2 2023.
Relaxing Retirement Coach sold 91,292 Dimensional International Core Equity Market ETF shares in Q2 2023, an estimated $2.5M.
Dimensional International Core Equity Market ETF made up 0.53% of Relaxing Retirement Coach's portfolio in Q2 2023, its #23 holding.
Relaxing Retirement Coach first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and has held it in 8 quarters since.
Relaxing Retirement Coach's Dimensional International Core Equity Market ETF position peaked at $25.8M in Q1 2022.
362 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.