Elevate Wealth Advisory’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 | $1.5M | Buy |
43,269
+9,104
| +27% | +$315K | 1.06% | 24 |
|
|
2025
Q1 | $1.07M | Sell |
34,165
-228
| -0.7% | -$7.12K | 0.76% | 28 |
|
|
2024
Q4 | $1M | Buy |
34,393
+594
| +2% | +$17.3K | 0.75% | 29 |
|
|
2024
Q3 | $1.07M | Sell |
33,799
-1,019
| -3% | -$32.4K | 0.8% | 28 |
|
|
2024
Q2 | $1.03M | Sell |
34,818
-5,749
| -14% | -$171K | 0.84% | 28 |
|
|
2024
Q1 | $1.23M | Sell |
40,567
-17,865
| -31% | -$540K | 1.07% | 24 |
|
|
2023
Q4 | $1.67M | Buy |
+58,432
| New | +$1.67M | 1.53% | 20 |
|