Meritas Wealth Management’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 | $1.39M | Hold |
40,093
| – | – | 0.76% | 22 |
|
2025
Q1 | $1.25M | Hold |
40,093
| – | – | 0.73% | 20 |
|
2024
Q4 | $1.17M | Hold |
40,093
| – | – | 0.7% | 22 |
|
2024
Q3 | $1.27M | Sell |
40,093
-1,102
| -3% | -$35K | 0.79% | 21 |
|
2024
Q2 | $1.22M | Sell |
41,195
-3,731
| -8% | -$111K | 0.86% | 19 |
|
2024
Q1 | $1.36M | Sell |
44,926
-5,736
| -11% | -$173K | 0.95% | 18 |
|
2023
Q4 | $1.45M | Hold |
50,662
| – | – | 1.09% | 16 |
|
2023
Q3 | $1.32M | Hold |
50,662
| – | – | 1.01% | 14 |
|
2023
Q2 | $1.38M | Sell |
50,662
-35
| -0.1% | -$956 | 1.04% | 14 |
|
2023
Q1 | $1.37M | Sell |
50,697
-6,648
| -12% | -$179K | 1.07% | 14 |
|
2022
Q4 | $1.44M | Buy |
+57,345
| New | +$1.44M | 1.19% | 11 |
|