TCPWM
DFAI

Traverso Chambers Private Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Traverso Chambers Private 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
Q4 		$9.89M Buy
345,262
+16,651
+5% +$445K 2.4% 12
2023
Q3 		$8.58M Buy
328,611
+6,159
+2% +$167K 2.29% 11
2023
Q2 		$8.81M Sell
322,452
-3,205
-1% -$87.7K 2.31% 12
2023
Q1 		$8.78M Sell
325,657
-954
-0.3% -$25.3K 2.41% 13
2022
Q4 		$8.18M Buy
326,611
+9,350
+3% +$224K 2.35% 13
2022
Q3 		$6.84M Buy
+317,261
New +$7.64M 2.1% 14

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DFAI Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 5.1% in Q4 2023, buying an estimated $445K and bringing the position to 345,262 shares worth $9.89M. The position accounts for 2.4% of the portfolio, ranked #12.

Traverso Chambers Private Wealth Management first reported a position in DFAI in Q3 2022 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold DFAI as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 345,262 shares of Dimensional International Core Equity Market ETF worth $9.89M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 16,651 Dimensional International Core Equity Market ETF shares in Q4 2023, an estimated $445K.
  • Dimensional International Core Equity Market ETF made up 2.4% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #12 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2022 and has held it in 6 quarters since.
  • 454 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.