Patriot Financial Group Insurance Agency’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 | $5.28M | Sell |
152,590
-229
| -0.1% | -$7.92K | 0.61% | 35 |
|
|
2025
Q1 | $4.77M | Buy |
152,819
+4,324
| +3% | +$135K | 0.64% | 28 |
|
|
2024
Q4 | $4.34M | Buy |
148,495
+3,231
| +2% | +$94.3K | 0.58% | 38 |
|
|
2024
Q3 | $4.62M | Buy |
145,264
+230
| +0.2% | +$7.31K | 0.62% | 32 |
|
|
2024
Q2 | $4.3M | Buy |
145,034
+2,504
| +2% | +$74.3K | 0.63% | 30 |
|
|
2024
Q1 | $4.31M | Buy |
142,530
+4,284
| +3% | +$129K | 0.68% | 27 |
|
|
2023
Q4 | $3.96M | Sell |
138,246
-10,202
| -7% | -$292K | 0.75% | 26 |
|
|
2023
Q3 | $3.88M | Buy |
148,448
+46,544
| +46% | +$1.22M | 0.8% | 21 |
|
|
2023
Q2 | $2.78M | Buy |
101,904
+85,406
| +518% | +$2.33M | 0.52% | 38 |
|
|
2023
Q1 | $445K | Sell |
16,498
-4,348
| -21% | -$117K | 0.09% | 244 |
|
|
2022
Q4 | $522K | Buy |
20,846
+296
| +1% | +$7.41K | 0.07% | 204 |
|
|
2022
Q3 | $443K | Buy |
20,550
+137
| +0.7% | +$2.95K | 0.11% | 212 |
|
|
2022
Q2 | $493K | Sell |
20,413
-23,366
| -53% | -$564K | 0.1% | 203 |
|
|
2022
Q1 | $1.23M | Buy |
43,779
+5,201
| +13% | +$146K | 0.22% | 102 |
|
|
2021
Q4 | $1.14M | Buy |
38,578
+339
| +0.9% | +$10K | 0.19% | 121 |
|
|
2021
Q3 | $1.11M | Buy |
+38,239
| New | +$1.11M | 0.2% | 120 |
|