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

Soundmark 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 Q2	–	Sell	-16,030	Closed	-$484K	–	15
2024 Q1	$484K	Sell	16,030 -831	-5%	-$24.1K	0.21%	47
2023 Q4	$483K	Buy	16,861 +1	+0%	+$27	0.24%	45
2023 Q3	$440K	Hold	16,860	–	–	0.24%	46
2023 Q2	$461K	Buy	16,860 +1,744	+12%	+$47.7K	0.26%	47
2023 Q1	$407K	Sell	15,116 -43	-0.3%	-$1.14K	0.24%	48
2022 Q4	$380K	Sell	15,159 -10,500	-41%	-$252K	0.25%	47
2022 Q3	$553K	Buy	25,659 +14,190	+124%	+$342K	0.39%	40
2022 Q2	$277K	Buy	+11,469	New	+$301K	0.2%	50

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Soundmark Wealth Management's DFAI Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2024, closing a stake of 16,030 shares — an estimated $484K sold.

Soundmark Wealth Management first reported a position in DFAI in Q2 2022 and held it in 8 quarters. The position peaked at $553K in Q3 2022. 502 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

Soundmark Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 16,030 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $484K.
Soundmark Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2022 and held it in 8 quarters.
Soundmark Wealth Management's Dimensional International Core Equity Market ETF position peaked at $553K in Q3 2022.
502 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.