Triad Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Triad Financial Advisors’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	$16.6M	Buy	634,025 +266,874	+73%	+$7.25M	5.83%	5
2023 Q2	$10M	Buy	367,151 +12,817	+4%	+$351K	4.12%	6
2023 Q1	$9.55M	Buy	354,334 +31,625	+10%	+$840K	4.16%	6
2022 Q4	$8.08M	Buy	322,709 +100,014	+45%	+$2.4M	3.6%	7
2022 Q3	$4.8M	Buy	222,695 +53,485	+32%	+$1.29M	2.61%	7
2022 Q2	$4.08M	Buy	169,210 +91,655	+118%	+$2.41M	2.26%	8
2022 Q1	$2.18M	Buy	77,555 +38,418	+98%	+$1.09M	1.17%	10
2021 Q4	$1.16M	Buy	+39,137	New	+$1.15M	0.69%	23

Other funds holding DFAI

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

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

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 $528B AUM 27.57% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return