WSTAM
DFAI

Wilbanks Smith & Thomas Asset Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$54.8M Buy
1,815,008
+43,995
+2% +$1.27M 1.53% 16
2023
Q4 		$50.7M Buy
1,771,013
+201,252
+13% +$5.37M 1.55% 15
2023
Q3 		$41M Buy
+1,569,761
New +$42.6M 1.42% 15

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DFAI Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 2.5% in Q1 2024, buying an estimated $1.27M and bringing the position to 1,815,008 shares worth $54.8M. The position accounts for 1.53% of the portfolio, ranked #16.

Wilbanks Smith & Thomas Asset Management first reported a position in DFAI in Q3 2023 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold DFAI as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,815,008 shares of Dimensional International Core Equity Market ETF worth $54.8M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 43,995 Dimensional International Core Equity Market ETF shares in Q1 2024, an estimated $1.27M.
  • Dimensional International Core Equity Market ETF made up 1.53% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #16 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2023 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.