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DFAI

Walden Wealth Partners’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Walden Wealth Partners’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 		$4.01M Buy
135,083
+3,493
+3% +$105K 2.24% 12
2024
Q1 		$3.93M Buy
131,590
+7,741
+6% +$224K 2.28% 12
2023
Q4 		$3.55M Buy
+123,849
New +$3.31M 2.23% 12

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 $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 $10.2B AUM 16.58% 1-Year Est. Return

Walden Wealth Partners's DFAI Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional International Core Equity Market ETF (DFAI) stake by 2.7% in Q2 2024, buying an estimated $105K and bringing the position to 135,083 shares worth $4.01M. The position accounts for 2.24% of the portfolio, ranked #12.

Walden Wealth Partners first reported a position in DFAI in Q4 2023 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

  • Walden Wealth Partners held 135,083 shares of Dimensional International Core Equity Market ETF worth $4.01M as of Q2 2024.
  • Walden Wealth Partners bought 3,493 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $105K.
  • Dimensional International Core Equity Market ETF made up 2.24% of Walden Wealth Partners's portfolio in Q2 2024, its #12 holding.
  • Walden Wealth Partners first reported a position in Dimensional International Core Equity Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.