Safeguard Financial’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Safeguard Financial’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	-14,011	Closed	-$409K	–	108
2024 Q4	$409K	Buy	14,011 +5,573	+66%	+$169K	0.09%	78
2024 Q3	$268K	Buy	+8,438	New	+$258K	0.06%	99
2023 Q2	–	Sell	-7,751	Closed	-$209K	–	605
2023 Q1	$209K	Buy	+7,751	New	+$206K	0.13%	66

Other funds holding DFAI

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Safeguard Financial's DFAI Position: Q1 2025 in Review

Safeguard Financial sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2025, closing a stake of 14,011 shares — an estimated $409K sold.

Safeguard Financial first reported a position in DFAI in Q1 2023 and held it in 3 quarters. The position peaked at $409K in Q4 2024. 605 funds tracked by Wall St. Rank hold DFAI as of Q1 2025.

Safeguard Financial reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
Safeguard Financial sold 14,011 Dimensional International Core Equity Market ETF shares in Q1 2025, an estimated $409K.
Safeguard Financial first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and held it in 3 quarters.
Safeguard Financial's Dimensional International Core Equity Market ETF position peaked at $409K in Q4 2024.
605 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.