Financial Synergies Wealth Advisors’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 | $686K | Sell |
19,833
-230
| -1% | -$7.95K | 0.07% | 57 |
|
|
2025
Q1 | $627K | Buy |
20,063
+312
| +2% | +$9.74K | 0.08% | 51 |
|
|
2024
Q4 | $577K | Buy |
19,751
+154
| +0.8% | +$4.5K | 0.07% | 49 |
|
|
2024
Q3 | $623K | Buy |
19,597
+110
| +0.6% | +$3.5K | 0.08% | 48 |
|
|
2024
Q2 | $578K | Buy |
19,487
+294
| +2% | +$8.72K | 0.08% | 48 |
|
|
2024
Q1 | $580K | Sell |
19,193
-1,460
| -7% | -$44.1K | 0.08% | 51 |
|
|
2023
Q4 | $517K | Sell |
20,653
-231
| -1% | -$5.78K | 0.08% | 49 |
|
|
2023
Q3 | $545K | Buy |
20,884
+111
| +0.5% | +$2.9K | 0.08% | 48 |
|
|
2023
Q2 | $568K | Buy |
20,773
+49
| +0.2% | +$1.34K | 0.08% | 47 |
|
|
2023
Q1 | $559K | Buy |
20,724
+71
| +0.3% | +$1.91K | 0.08% | 48 |
|
|
2022
Q4 | $517K | Buy |
20,653
+20,613
| +51,533% | +$516K | 0.08% | 49 |
|
|
2022
Q3 | $859 | Sell |
40
-3,654
| -99% | -$78.5K | ﹤0.01% | 317 |
|
|
2022
Q2 | $89.2K | Buy |
+3,694
| New | +$89.2K | 0.01% | 90 |
|