ST
DFAI

Sageworth Trust’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Sageworth Trust’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 		– Sell
-1,304
Closed -$35.1K – 180
2023
Q1 		$35.1K Sell
1,304
-137
-10% -$3.64K ﹤0.01% 159
2022
Q4 		$36K Hold
1,441
– – ﹤0.01% 138
2022
Q3 		$31K Buy
1,441
+1,322
+1,111% +$31.8K ﹤0.01% 134
2022
Q2 		$3K Buy
+119
New +$3.12K ﹤0.01% 321

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 $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $5.57B AUM 23.85% 1-Year Est. Return

Sageworth Trust's DFAI Position: Q2 2023 in Review

Sageworth Trust sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2023, closing a stake of 1,304 shares — an estimated $35.1K sold.

Sageworth Trust first reported a position in DFAI in Q2 2022 and held it in 4 quarters. The position peaked at $36K in Q4 2022. 361 funds tracked by Wall St. Rank hold DFAI as of Q2 2023.

  • Sageworth Trust reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 1,304 Dimensional International Core Equity Market ETF shares in Q2 2023, an estimated $35.1K.
  • Sageworth Trust first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and held it in 4 quarters.
  • Sageworth Trust's Dimensional International Core Equity Market ETF position peaked at $36K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.