SWM
DFAI

Sanctuary Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Sanctuary Wealth 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
Q4 		$3.65M Buy
125,127
+40,895
+49% +$1.24M 2.42% 14
2024
Q3 		$2.68M Buy
84,232
+17,681
+27% +$541K 1.91% 13
2024
Q2 		$1.97M Buy
66,551
+4,166
+7% +$125K 1.49% 14
2024
Q1 		$1.89M Buy
62,385
+35,319
+130% +$1.02M 1.53% 14
2023
Q4 		$775K Buy
27,066
+745
+3% +$19.9K 0.75% 21
2023
Q3 		$687K Buy
26,321
+10,097
+62% +$274K 0.75% 20
2023
Q2 		$443K Buy
+16,224
New +$444K 0.47% 24
2022
Q4 		$209K Buy
+8,360
New +$201K 0.24% 30

Other funds holding DFAI

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $570B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sanctuary Wealth Management's DFAI Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 49% in Q4 2024, buying an estimated $1.24M and bringing the position to 125,127 shares worth $3.65M. The position accounts for 2.42% of the portfolio, ranked #14.

Sanctuary Wealth Management first reported a position in DFAI in Q4 2022 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

  • Sanctuary Wealth Management held 125,127 shares of Dimensional International Core Equity Market ETF worth $3.65M as of Q4 2024.
  • Sanctuary Wealth Management bought 40,895 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $1.24M.
  • Dimensional International Core Equity Market ETF made up 2.42% of Sanctuary Wealth Management's portfolio in Q4 2024, its #14 holding.
  • Sanctuary Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 8 quarters since.
  • 578 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.