RRC
DFAI

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 $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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return