Heritage Wealth Management (California)’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 | $1.83M | Buy |
53,049
+1,303
| +3% | +$45K | 1.22% | 22 |
|
|
2025
Q1 | $1.62M | Sell |
51,746
-225
| -0.4% | -$7.03K | 1.22% | 23 |
|
|
2024
Q4 | $1.52M | Sell |
51,971
-7,040
| -12% | -$206K | 1.09% | 24 |
|
|
2024
Q3 | $1.88M | Sell |
59,011
-383
| -0.6% | -$12.2K | 1.33% | 15 |
|
|
2024
Q2 | $1.76M | Buy |
59,394
+1,573
| +3% | +$46.7K | 1.29% | 15 |
|
|
2024
Q1 | $1.75M | Sell |
57,821
-3,718
| -6% | -$112K | 1.32% | 17 |
|
|
2023
Q4 | $1.76M | Buy |
+61,539
| New | +$1.76M | 1.41% | 13 |
|