SWM
DFAI

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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return