Schwarz Dygos Wheeler Investment 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 | $13.1M | Sell |
378,137
-3,415
| -0.9% | -$118K | 2.98% | 7 |
|
|
2025
Q1 | $11.9M | Buy |
381,552
+9,847
| +3% | +$308K | 2.82% | 7 |
|
|
2024
Q4 | $10.9M | Buy |
371,705
+12,773
| +4% | +$373K | 2.66% | 8 |
|
|
2024
Q3 | $11.4M | Sell |
358,932
-14,874
| -4% | -$473K | 2.84% | 8 |
|
|
2024
Q2 | $11.1M | Buy |
373,806
+5,696
| +2% | +$169K | 2.97% | 8 |
|
|
2024
Q1 | $11.1M | Buy |
368,110
+41,662
| +13% | +$1.26M | 3.11% | 8 |
|
|
2023
Q4 | $9.35M | Buy |
326,448
+32,253
| +11% | +$924K | 2.88% | 8 |
|
|
2023
Q3 | $7.68M | Buy |
294,195
+8,802
| +3% | +$230K | 2.6% | 8 |
|
|
2023
Q2 | $7.8M | Buy |
285,393
+28,547
| +11% | +$780K | 2.57% | 8 |
|
|
2023
Q1 | $6.92M | Buy |
256,846
+19,632
| +8% | +$529K | 2.51% | 10 |
|
|
2022
Q4 | $5.94M | Buy |
237,214
+22,259
| +10% | +$557K | 2.33% | 10 |
|
|
2022
Q3 | $4.64M | Buy |
214,955
+19,295
| +10% | +$416K | 2.06% | 10 |
|
|
2022
Q2 | $4.72M | Buy |
195,660
+27,744
| +17% | +$670K | 1.9% | 11 |
|
|
2022
Q1 | $4.73M | Buy |
167,916
+30,667
| +22% | +$863K | 1.6% | 15 |
|
|
2021
Q4 | $4.06M | Buy |
137,249
+17,577
| +15% | +$520K | 1.37% | 22 |
|
|
2021
Q3 | $3.46M | Buy |
119,672
+7,628
| +7% | +$221K | 1.27% | 23 |
|
|
2021
Q2 | $3.27M | Buy |
112,044
+32,245
| +40% | +$942K | 1.19% | 24 |
|
|
2021
Q1 | $2.23M | Buy |
+79,799
| New | +$2.23M | 0.92% | 30 |
|