Stone Summit Wealth’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Sell	7,569 -1,088	-13%	-$43.5K	0.08%	123
2025 Q4	$330K	Sell	8,657 -111	-1%	-$4.11K	0.09%	120
2025 Q3	$319K	Sell	8,768 -26,108	-75%	-$923K	0.09%	121
2025 Q2	$1.21M	Buy	34,876 +3,485	+11%	+$114K	0.37%	66
2025 Q1	$980K	Buy	31,391 +401	+1%	+$12.4K	0.33%	73
2024 Q4	$905K	Buy	30,990 +1,316	+4%	+$39.9K	0.3%	75
2024 Q3	$943K	Buy	29,674 +2,398	+9%	+$73.4K	0.3%	76
2024 Q2	$809K	Buy	27,276 +1,302	+5%	+$39.1K	0.29%	75
2024 Q1	$785K	Buy	25,974 +1,806	+7%	+$52.3K	0.27%	78
2023 Q4	$692K	Buy	24,168 +2,222	+10%	+$59.3K	0.27%	83
2023 Q3	$573K	Buy	21,946 +2,114	+11%	+$57.4K	0.25%	89
2023 Q2	$542K	Buy	19,832 +361	+2%	+$9.88K	0.22%	90
2023 Q1	$525K	Buy	19,471 +1,155	+6%	+$30.7K	0.23%	86
2022 Q4	$459K	Sell	18,316 -291	-2%	-$6.99K	0.22%	88
2022 Q3	$401K	Buy	18,607 +111	+0.6%	+$2.67K	0.25%	85
2022 Q2	$446K	Sell	18,496 -1,525	-8%	-$40K	0.27%	85
2022 Q1	$565K	Buy	20,021 +1,355	+7%	+$38.6K	0.32%	78
2021 Q4	$551K	Buy	+18,666	New	+$550K	0.45%	67