Forthright Family Wealth Advisory’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 | $427K | Sell |
12,344
-37
| -0.3% | -$1.28K | 0.27% | 36 |
|
|
2025
Q1 | $387K | Hold |
12,381
| – | – | 0.26% | 38 |
|
|
2024
Q4 | $362K | Buy |
12,381
+373
| +3% | +$10.9K | 0.24% | 43 |
|
|
2024
Q3 | $368K | Sell |
12,008
-14,380
| -54% | -$441K | 0.24% | 43 |
|
|
2024
Q2 | $783K | Sell |
26,388
-2,982
| -10% | -$88.5K | 0.5% | 33 |
|
|
2024
Q1 | $888K | Buy |
29,370
+1,989
| +7% | +$60.1K | 0.6% | 30 |
|
|
2023
Q4 | $784K | Buy |
+27,381
| New | +$784K | 0.61% | 29 |
|