Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $147K | Hold |
5,024
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $160K | Hold |
5,024
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $149K | Buy |
5,024
+2,587
| +106% | +$76.8K | 0.06% | 132 |
|
|
2024
Q1 | $73.6K | Buy |
2,437
+193
| +9% | +$5.83K | 0.03% | 177 |
|
|
2023
Q4 | $64.3K | Buy |
2,244
+111
| +5% | +$3.18K | 0.03% | 183 |
|
|
2023
Q3 | $55.7K | Hold |
2,133
| – | – | 0.03% | 184 |
|
|
2023
Q2 | $58.3K | Buy |
2,133
+870
| +69% | +$23.8K | 0.03% | 179 |
|
|
2023
Q1 | $34K | Hold |
1,263
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $31.6K | Buy |
+1,263
| New | +$31.6K | 0.02% | 230 |
|