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DFAI

WealthStone’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

WealthStone’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
2021
Q1 		– Sell
-32,949
Closed -$874K – 287
2020
Q4 		$874K Buy
+32,949
New +$856K 0.31% 48

Other funds holding DFAI

OCM
Oakwood Capital Management Los Angeles, California $388M AUM 39.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OIS
Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

WealthStone's DFAI Position: Q1 2021 in Review

WealthStone sold out of Dimensional International Core Equity Market ETF (DFAI) in Q1 2021, closing a stake of 32,949 shares — an estimated $874K sold.

WealthStone first reported a position in DFAI in Q4 2020 and held it in 1 quarter. The position peaked at $874K in Q4 2020. 56 funds tracked by Wall St. Rank hold DFAI as of Q1 2021.

  • WealthStone reported no remaining Dimensional International Core Equity Market ETF position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 32,949 Dimensional International Core Equity Market ETF shares in Q1 2021, an estimated $874K.
  • WealthStone first reported a position in Dimensional International Core Equity Market ETF in Q4 2020 and held it in 1 quarter.
  • WealthStone's Dimensional International Core Equity Market ETF position peaked at $874K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.