Level Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-597
| Closed | -$17.1K | – | 121 |
|
2023
Q4 | $17.1K | Sell |
597
-4
| -0.7% | -$115 | 0.01% | 170 |
|
2023
Q3 | $15.7K | Sell |
601
-37
| -6% | -$966 | 0.01% | 166 |
|
2023
Q2 | $17.4K | Sell |
638
-57
| -8% | -$1.56K | 0.01% | 157 |
|
2023
Q1 | $18.7K | Buy |
695
+40
| +6% | +$1.08K | 0.01% | 140 |
|
2022
Q4 | $16K | Sell |
655
-7,704
| -92% | -$188K | 0.01% | 136 |
|
2022
Q3 | $180K | Buy |
8,359
+1,072
| +15% | +$23.1K | 0.13% | 52 |
|
2022
Q2 | $176K | Buy |
7,287
+7,132
| +4,601% | +$172K | 0.13% | 49 |
|
2022
Q1 | $4K | Hold |
155
| – | – | ﹤0.01% | 190 |
|
2021
Q4 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 204 |
|