SPC
DFAI

Sigma Planning Corp’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Sigma Planning Corp’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
-15,629
Closed -$448K – 1230
2023
Q4 		$448K Sell
15,629
-23,093
-60% -$617K 0.04% 486
2023
Q3 		$1.01M Buy
38,722
+169
+0.4% +$4.59K 0.04% 461
2023
Q2 		$1.05M Buy
38,553
+860
+2% +$23.5K 0.04% 434
2023
Q1 		$1.02M Sell
37,693
-334
-0.9% -$8.87K 0.03% 507
2022
Q4 		$952K Sell
38,027
-161
-0.4% -$3.86K 0.03% 495
2022
Q3 		$824K Buy
38,188
+3,631
+11% +$87.4K 0.03% 530
2022
Q2 		$834K Buy
34,557
+429
+1% +$11.3K 0.03% 540
2022
Q1 		$961K Buy
34,128
+25,849
+312% +$736K 0.03% 558
2021
Q4 		$245K Buy
8,279
+506
+7% +$14.9K 0.01% 1178
2021
Q3 		$225K Buy
+7,773
New +$230K 0.01% 1208

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