Shira Ridge Wealth Management’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 | $9.2M | Sell |
266,013
-2,989
| -1% | -$103K | 4.2% | 6 |
|
2025
Q1 | $8.4M | Buy |
269,002
+2,763
| +1% | +$86.3K | 4.19% | 5 |
|
2024
Q4 | $7.77M | Buy |
266,239
+15,497
| +6% | +$453K | 3.8% | 7 |
|
2024
Q3 | $7.97M | Buy |
250,742
+17,176
| +7% | +$546K | 4.06% | 6 |
|
2024
Q2 | $6.93M | Buy |
233,566
+2,422
| +1% | +$71.9K | 3.86% | 6 |
|
2024
Q1 | $6.99M | Sell |
231,144
-4,670
| -2% | -$141K | 4% | 6 |
|
2023
Q4 | $6.75M | Sell |
235,814
-7,225
| -3% | -$207K | 4.05% | 5 |
|
2023
Q3 | $6.35M | Buy |
243,039
+4,462
| +2% | +$117K | 4.17% | 6 |
|
2023
Q2 | $6.52M | Buy |
238,577
+9,845
| +4% | +$269K | 4.08% | 6 |
|
2023
Q1 | $6.16M | Buy |
228,732
+7,789
| +4% | +$210K | 4.07% | 6 |
|
2022
Q4 | $5.53M | Buy |
+220,943
| New | +$5.53M | 3.81% | 8 |
|