Monument Group 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
Q2 | $25.8M | Buy |
746,904
+29,874
| +4% | +$1.03M | 16.26% | 2 |
|
|
2025
Q1 | $22.4M | Sell |
717,030
-1,072
| -0.1% | -$33.5K | 15.52% | 2 |
|
|
2024
Q4 | $21M | Sell |
718,102
-119,794
| -14% | -$3.5M | 14.84% | 2 |
|
|
2024
Q3 | $26.6M | Buy |
837,896
+70,573
| +9% | +$2.24M | 16% | 2 |
|
|
2024
Q2 | $22.8M | Buy |
767,323
+49,861
| +7% | +$1.48M | 15.31% | 2 |
|
|
2024
Q1 | $21.7M | Buy |
717,462
+78,809
| +12% | +$2.38M | 16.07% | 2 |
|
|
2023
Q4 | $18.3M | Buy |
+638,653
| New | +$18.3M | 15.6% | 2 |
|