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 $528B AUM 27.57% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return