BP
BWM Planning’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.5M | Buy |
594,295
+7,230
| +1% | +$250K | 7.08% | 3 |
|
2025
Q1 | $18.3M | Sell |
587,065
-18,384
| -3% | -$574K | 7.76% | 2 |
|
2024
Q4 | $17.7M | Sell |
605,449
-13,775
| -2% | -$402K | 7.69% | 2 |
|
2024
Q3 | $19.7M | Buy |
+619,224
| New | +$19.7M | 8.73% | 1 |
|