EP Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Sell |
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|
2025
Q1 | $36.8M | Sell |
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|
2024
Q4 | $37.9M | Sell |
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|
2024
Q3 | $70.3M | Sell |
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|
2024
Q2 | $73.3M | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $387K | Buy |
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