EWM
Evermay Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
223,625
+116,171
| +108% | +$4.02M | 0.95% | 19 |
|
|
2025
Q1 | $3.36M | Buy |
107,454
+13,993
| +15% | +$437K | 0.44% | 27 |
|
|
2024
Q4 | $2.73M | Buy |
93,461
+44,633
| +91% | +$1.3M | 0.41% | 36 |
|
|
2024
Q3 | $1.55M | Buy |
48,828
+1,051
| +2% | +$33.4K | 0.25% | 53 |
|
|
2024
Q2 | $1.42M | Sell |
47,777
-408
| -0.8% | -$12.1K | 0.23% | 56 |
|
|
2024
Q1 | $1.46M | Buy |
48,185
+2,006
| +4% | +$60.6K | 0.22% | 55 |
|
|
2023
Q4 | $1.32M | Buy |
46,179
+4,288
| +10% | +$123K | 0.24% | 44 |
|
|
2023
Q3 | $1.09M | Buy |
41,891
+12,591
| +43% | +$329K | 0.22% | 53 |
|
|
2023
Q2 | $800K | Buy |
29,300
+17,519
| +149% | +$479K | 0.15% | 69 |
|
|
2023
Q1 | $317K | Sell |
11,781
-1,294
| -10% | -$34.9K | 0.06% | 127 |
|
|
2022
Q4 | $327K | Buy |
13,075
+10,002
| +325% | +$250K | 0.07% | 129 |
|
|
2022
Q3 | $66K | Sell |
3,073
-475
| -13% | -$10.2K | 0.01% | 257 |
|
|
2022
Q2 | $86K | Sell |
3,548
-517
| -13% | -$12.5K | 0.02% | 229 |
|
|
2022
Q1 | $114K | Buy |
4,065
+110
| +3% | +$3.09K | 0.02% | 244 |
|
|
2021
Q4 | $117K | Buy |
3,955
+1,045
| +36% | +$30.9K | 0.02% | 217 |
|
|
2021
Q3 | $84K | Buy |
2,910
+245
| +9% | +$7.07K | 0.02% | 228 |
|
|
2021
Q2 | $78K | Buy |
+2,665
| New | +$78K | 0.01% | 238 |
|