RIM
DFAI

Rockbridge Investment Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-6,236
Closed -$179K – 238
2023
Q4 		$179K Buy
+6,236
New +$166K 0.03% 125
2022
Q4 		– Sell
-21,875
Closed -$472K – 108
2022
Q3 		$472K Buy
21,875
+485
+2% +$11.7K 0.11% 65
2022
Q2 		$516K Buy
21,390
+20,406
+2,074% +$536K 0.11% 62
2022
Q1 		$27.9K Hold
984
– – ﹤0.01% 376
2021
Q4 		$29K Buy
+984
New +$29K ﹤0.01% 428

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 $528B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return