Valeo Financial 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 | – | Sell |
-17,588
| Closed | -$549K | – | 755 |
|
2025
Q1 | $549K | Buy |
17,588
+2,074
| +13% | +$64.8K | 0.02% | 393 |
|
2024
Q4 | $453K | Sell |
15,514
-284
| -2% | -$8.29K | 0.01% | 423 |
|
2024
Q3 | $502K | Buy |
15,798
+1,539
| +11% | +$48.9K | 0.01% | 405 |
|
2024
Q2 | $423K | Sell |
14,259
-2,614
| -15% | -$77.6K | 0.01% | 435 |
|
2024
Q1 | $497K | Buy |
16,873
+8,428
| +100% | +$248K | 0.02% | 382 |
|
2023
Q4 | $242K | Buy |
8,445
+739
| +10% | +$21.2K | 0.01% | 555 |
|
2023
Q3 | $201K | Buy |
+7,706
| New | +$201K | 0.01% | 568 |
|
2022
Q4 | – | Sell |
-27,022
| Closed | -$583K | – | 552 |
|
2022
Q3 | $583K | Hold |
27,022
| – | – | 0.04% | 233 |
|
2022
Q2 | $652K | Buy |
+27,022
| New | +$652K | 0.04% | 215 |
|