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