Cypress Wealth Services’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 | $451K | Buy |
13,056
+1,633
| +14% | +$56.5K | 0.08% | 183 |
|
|
2025
Q1 | $357K | Sell |
11,423
-175
| -2% | -$5.47K | 0.07% | 189 |
|
|
2024
Q4 | $339K | Buy |
11,598
+30
| +0.3% | +$876 | 0.07% | 190 |
|
|
2024
Q3 | $368K | Sell |
11,568
-2,361
| -17% | -$75K | 0.08% | 190 |
|
|
2024
Q2 | $413K | Sell |
13,929
-1,044
| -7% | -$31K | 0.09% | 163 |
|
|
2024
Q1 | $452K | Hold |
14,973
| – | – | 0.11% | 151 |
|
|
2023
Q4 | $429K | Buy |
14,973
+402
| +3% | +$11.5K | 0.11% | 155 |
|
|
2023
Q3 | $380K | Buy |
14,571
+1,260
| +9% | +$32.9K | 0.11% | 159 |
|
|
2023
Q2 | $371K | Buy |
13,311
+1,104
| +9% | +$30.8K | 0.1% | 164 |
|
|
2023
Q1 | $329K | Buy |
12,207
+572
| +5% | +$15.4K | 0.1% | 172 |
|
|
2022
Q4 | $291K | Buy |
+11,635
| New | +$291K | 0.09% | 186 |
|