Sax 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 | $30M | Buy |
868,937
+44,102
| +5% | +$1.52M | 1.81% | 11 |
|
2025
Q1 | $25.8M | Buy |
824,835
+74,201
| +10% | +$2.32M | 1.84% | 12 |
|
2024
Q4 | $21.9M | Buy |
750,634
+9,669
| +1% | +$282K | 1.72% | 13 |
|
2024
Q3 | $23.5M | Buy |
740,965
+51,277
| +7% | +$1.63M | 2.1% | 13 |
|
2024
Q2 | $20.5M | Buy |
689,688
+127,699
| +23% | +$3.79M | 1.95% | 12 |
|
2024
Q1 | $17M | Buy |
561,989
+170,367
| +44% | +$5.15M | 1.98% | 12 |
|
2023
Q4 | $11.2M | Buy |
391,622
+174,635
| +80% | +$5M | 1.83% | 15 |
|
2023
Q3 | $5.67M | Buy |
216,987
+46,649
| +27% | +$1.22M | 1.12% | 25 |
|
2023
Q2 | $4.65M | Buy |
170,338
+52,777
| +45% | +$1.44M | 0.93% | 28 |
|
2023
Q1 | $3.17M | Buy |
117,561
+18,464
| +19% | +$498K | 0.69% | 31 |
|
2022
Q4 | $2.48M | Buy |
99,097
+21,274
| +27% | +$533K | 0.57% | 34 |
|
2022
Q3 | $1.68M | Buy |
77,823
+16,222
| +26% | +$350K | 0.43% | 45 |
|
2022
Q2 | $1.49M | Buy |
61,601
+47,271
| +330% | +$1.14M | 0.38% | 48 |
|
2022
Q1 | $403K | Buy |
14,330
+2,514
| +21% | +$70.7K | 0.1% | 118 |
|
2021
Q4 | $349K | Buy |
11,816
+1,737
| +17% | +$51.3K | 0.07% | 138 |
|
2021
Q3 | $291K | Buy |
+10,079
| New | +$291K | 0.07% | 134 |
|