Envision Financial Planning’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 | $13.7M | Sell |
395,088
-4,531
| -1% | -$157K | 6.39% | 6 |
|
|
2025
Q1 | $12.5M | Buy |
399,619
+4,686
| +1% | +$146K | 6.36% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
394,933
+21,497
| +6% | +$628K | 5.96% | 7 |
|
|
2024
Q3 | $11.9M | Buy |
373,436
+47,325
| +15% | +$1.5M | 6.25% | 7 |
|
|
2024
Q2 | $9.68M | Buy |
326,111
+14,275
| +5% | +$424K | 7.39% | 7 |
|
|
2024
Q1 | $9.42M | Buy |
311,836
+11,638
| +4% | +$352K | 7.61% | 7 |
|
|
2023
Q4 | $8.6M | Sell |
300,198
-5,288
| -2% | -$151K | 7.53% | 6 |
|
|
2023
Q3 | $7.98M | Buy |
+305,486
| New | +$7.98M | 7.9% | 7 |
|