W
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 $5.42B AUM 23.85% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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 $4.22B 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