TWM
DFAI

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

Tanager 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
2023
Q3 		– Sell
-18,352
Closed -$501K – 77
2023
Q2 		$501K Buy
+18,352
New +$502K 0.11% 51

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 $570B AUM 27.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Tanager Wealth Management's DFAI Position: Q3 2023 in Review

Tanager Wealth Management sold out of Dimensional International Core Equity Market ETF (DFAI) in Q3 2023, closing a stake of 18,352 shares — an estimated $501K sold.

Tanager Wealth Management first reported a position in DFAI in Q2 2023 and held it in 1 quarter. The position peaked at $501K in Q2 2023. 385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

  • Tanager Wealth Management reported no remaining Dimensional International Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Tanager Wealth Management sold 18,352 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $501K.
  • Tanager Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • Tanager Wealth Management's Dimensional International Core Equity Market ETF position peaked at $501K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

Based on Tanager Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.