FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.5M | Buy |
486,052
+17,202
| +4% | +$512K | 5.25% | 3 |
|
|
2023
Q4 | $13.4M | Buy |
468,850
+33,048
| +8% | +$946K | 5.11% | 3 |
|
|
2023
Q3 | $11.4M | Buy |
435,802
+22,130
| +5% | +$578K | 4.91% | 3 |
|
|
2023
Q2 | $11.3M | Buy |
413,672
+73,139
| +21% | +$2M | 4.84% | 3 |
|
|
2023
Q1 | $9.18M | Buy |
340,533
+33,261
| +11% | +$896K | 4.52% | 3 |
|
|
2022
Q4 | $7.69M | Buy |
307,272
+60,954
| +25% | +$1.53M | 4.3% | 3 |
|
|
2022
Q3 | $5.31M | Buy |
246,318
+32,401
| +15% | +$699K | 3.5% | 4 |
|
|
2022
Q2 | $5.16M | Buy |
213,917
+22,255
| +12% | +$537K | 3.47% | 5 |
|
|
2022
Q1 | $5.4M | Buy |
191,662
+66,764
| +53% | +$1.88M | 4.21% | 5 |
|
|
2021
Q4 | $3.69M | Buy |
+124,898
| New | +$3.69M | 2.32% | 6 |
|