CWA
Cascade Wealth Advisors’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 | $1.18M | Buy |
33,598
+18,216
| +118% | +$641K | 0.67% | 26 |
|
|
2025
Q1 | $475K | Sell |
15,382
-4,902
| -24% | -$151K | 0.33% | 32 |
|
|
2024
Q4 | $592K | Sell |
20,284
-3,470
| -15% | -$101K | 0.4% | 29 |
|
|
2024
Q3 | $755K | Sell |
23,754
-1,291
| -5% | -$41K | 0.54% | 28 |
|
|
2024
Q2 | $748K | Sell |
25,045
-20,324
| -45% | -$607K | 0.55% | 29 |
|
|
2024
Q1 | $1.33M | Buy |
+45,369
| New | +$1.33M | 1.13% | 25 |
|