VFPI
DFAI

Vantage Financial Partners (Illinois)’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Vantage Financial Partners (Illinois)’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 		$26.2M Buy
883,624
+7,607
+0.9% +$228K 6.52% 2
2024
Q1 		$26.5M Buy
876,017
+304,290
+53% +$8.81M 6.9% 1
2023
Q4 		$16.4M Buy
+571,727
New +$15.3M 4.98% 3

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
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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s DFAI Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.87% in Q2 2024, buying an estimated $228K and bringing the position to 883,624 shares worth $26.2M. The position accounts for 6.52% of the portfolio, ranked #2.

Vantage Financial Partners (Illinois) first reported a position in DFAI in Q4 2023 and has held it in 3 quarters since. The position peaked at $26.5M in Q1 2024. 502 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 883,624 shares of Dimensional International Core Equity Market ETF worth $26.2M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 7,607 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $228K.
  • Dimensional International Core Equity Market ETF made up 6.52% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #2 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 3 quarters since.
  • Vantage Financial Partners (Illinois)'s Dimensional International Core Equity Market ETF position peaked at $26.5M in Q1 2024.
  • 502 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.