RGF
DFAI

Retirement Guys Formula’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-57,772
Closed -$1.69M – 144
2024
Q4 		$1.69M Sell
57,772
-7,804
-12% -$237K 0.85% 32
2024
Q3 		$2.08M Buy
65,576
+837
+1% +$25.6K 0.97% 28
2024
Q2 		$1.92M Sell
64,739
-5,728
-8% -$172K 0.92% 31
2024
Q1 		$2.13M Sell
70,467
-3,158
-4% -$91.4K 1.04% 24
2023
Q4 		$2.11M Buy
73,625
+17,547
+31% +$468K 1.13% 26
2023
Q3 		$1.46M Sell
56,078
-3,454
-6% -$93.8K 1.02% 25
2023
Q2 		$1.63M Buy
59,532
+3,782
+7% +$103K 0.94% 29
2023
Q1 		$1.5M Buy
55,750
+173
+0.3% +$4.6K 1.08% 26
2022
Q4 		$1.39M Sell
55,577
-7,974
-13% -$191K 1.14% 22
2022
Q3 		$1.37M Buy
63,551
+3,263
+5% +$78.6K 1.44% 13
2022
Q2 		$1.46M Buy
60,288
+11,587
+24% +$304K 1.49% 13
2022
Q1 		$1.37M Buy
+48,701
New +$1.39M 0.92% 21

Other funds holding DFAI

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
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
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
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