BCU Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,733
| Closed | -$401K | – | 51 |
|
|
2024
Q4 | $401K | Sell |
13,733
-101,452
| -88% | -$2.96M | 0.23% | 35 |
|
|
2024
Q3 | $3.66M | Buy |
115,185
+19,482
| +20% | +$619K | 2.18% | 9 |
|
|
2024
Q2 | $2.84M | Buy |
95,703
+17,047
| +22% | +$506K | 2.1% | 9 |
|
|
2024
Q1 | $2.38M | Buy |
78,656
+26,133
| +50% | +$790K | 2.02% | 8 |
|
|
2023
Q4 | $1.5M | Buy |
+52,523
| New | +$1.5M | 1.63% | 8 |
|