SDH
DFAI

Sloy Dahl & Holst’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Sloy Dahl & Holst’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
2022
Q1 		– Sell
-8,440
Closed -$244K – 84
2021
Q4 		$244K Hold
8,440
– – 0.05% 78
2021
Q3 		$244K Buy
+8,440
New +$250K 0.05% 78

Other funds holding DFAI

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Sloy Dahl & Holst's DFAI Position: Q1 2022 in Review

Sloy Dahl & Holst sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2022, closing a stake of 8,440 shares — an estimated $244K sold.

Sloy Dahl & Holst first reported a position in DFAI in Q3 2021 and held it in 2 quarters. The position peaked at $244K in Q4 2021. 213 funds tracked by Wall St. Rank hold DFAI as of Q1 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 8,440 Dimensional International Core Equity Market ETF shares in Q1 2022, an estimated $244K.
  • Sloy Dahl & Holst first reported a position in Dimensional International Core Equity Market ETF in Q3 2021 and held it in 2 quarters.
  • Sloy Dahl & Holst's Dimensional International Core Equity Market ETF position peaked at $244K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2022.

Based on Sloy Dahl & Holst's 13F filing for Q1 2022, filed 10 May 2022.