Mills Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-55,027
| Closed | -$1.61M | – | 69 |
|
2024
Q4 | $1.61M | Buy |
55,027
+17,973
| +49% | +$525K | 0.91% | 25 |
|
2024
Q3 | $1.18M | Buy |
37,054
+1,777
| +5% | +$56.5K | 0.81% | 24 |
|
2024
Q2 | $1.05M | Buy |
35,277
+162
| +0.5% | +$4.81K | 0.75% | 26 |
|
2024
Q1 | $1.06M | Sell |
35,115
-17,998
| -34% | -$544K | 0.78% | 26 |
|
2023
Q4 | $1.52M | Buy |
53,113
+2,361
| +5% | +$67.6K | 1.16% | 19 |
|
2023
Q3 | $1.33M | Sell |
50,752
-6,887
| -12% | -$180K | 1.06% | 21 |
|
2023
Q2 | $1.57M | Buy |
57,639
+9
| +0% | +$246 | 1.2% | 20 |
|
2023
Q1 | $1.55M | Sell |
57,630
-9,677
| -14% | -$261K | 1.25% | 18 |
|
2022
Q4 | $1.69M | Buy |
+67,307
| New | +$1.69M | 1.52% | 18 |
|