Sterling 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 | $866K | Buy |
+25,057
| New | +$866K | 0.3% | 44 |
|
2024
Q4 | $730K | Buy |
24,992
+15
| +0.1% | +$438 | 0.27% | 50 |
|
2024
Q3 | $794K | Buy |
24,977
+8
| +0% | +$254 | 0.3% | 44 |
|
2024
Q2 | $741K | Hold |
24,969
| – | – | 0.35% | 42 |
|
2024
Q1 | $755K | Sell |
24,969
-6,237
| -20% | -$188K | 0.38% | 38 |
|
2023
Q4 | $894K | Buy |
+31,206
| New | +$894K | 0.5% | 29 |
|