Beverly Hills Private Wealth’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
Q2 | $853K | Sell |
24,675
-100
| -0.4% | -$3.46K | 0.16% | 137 |
|
2025
Q1 | $774K | Hold |
24,775
| – | – | 0.15% | 137 |
|
2024
Q4 | $723K | Sell |
24,775
-9,513
| -28% | -$278K | 0.15% | 136 |
|
2024
Q3 | $1.09M | Hold |
34,288
| – | – | 0.22% | 117 |
|
2024
Q2 | $1.02M | Hold |
34,288
| – | – | 0.22% | 114 |
|
2024
Q1 | $1.04M | Hold |
34,288
| – | – | 0.24% | 104 |
|
2023
Q4 | $982K | Hold |
34,288
| – | – | 0.26% | 89 |
|
2023
Q3 | $895K | Sell |
34,288
-34,288
| -50% | -$895K | 0.27% | 91 |
|
2023
Q2 | $1.88M | Buy |
68,576
+34,288
| +100% | +$938K | 0.31% | 79 |
|
2023
Q1 | $924K | Hold |
34,288
| – | – | 0.29% | 89 |
|
2022
Q4 | $859K | Buy |
+34,288
| New | +$859K | 0.38% | 76 |
|