Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,030
| Closed | -$484K | – | 15 |
|
|
2024
Q1 | $484K | Sell |
16,030
-831
| -5% | -$25.1K | 0.21% | 47 |
|
|
2023
Q4 | $483K | Buy |
16,861
+1
| +0% | +$29 | 0.24% | 45 |
|
|
2023
Q3 | $440K | Hold |
16,860
| – | – | 0.24% | 46 |
|
|
2023
Q2 | $461K | Buy |
16,860
+1,744
| +12% | +$47.6K | 0.26% | 47 |
|
|
2023
Q1 | $407K | Sell |
15,116
-43
| -0.3% | -$1.16K | 0.24% | 48 |
|
|
2022
Q4 | $380K | Sell |
15,159
-10,500
| -41% | -$263K | 0.25% | 47 |
|
|
2022
Q3 | $553K | Buy |
25,659
+14,190
| +124% | +$306K | 0.39% | 40 |
|
|
2022
Q2 | $277K | Buy |
+11,469
| New | +$277K | 0.2% | 50 |
|