Waverly 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 | $6.45M | Buy |
186,474
+43,318
| +30% | +$1.5M | 0.07% | 261 |
|
2025
Q1 | $4.47M | Sell |
143,156
-830
| -0.6% | -$25.9K | 0.05% | 316 |
|
2024
Q4 | $4.2M | Sell |
143,986
-4,076
| -3% | -$119K | 0.07% | 245 |
|
2024
Q3 | $4.71M | Sell |
148,062
-4,113
| -3% | -$131K | 0.09% | 202 |
|
2024
Q2 | $4.52M | Sell |
152,175
-3,519
| -2% | -$104K | 0.09% | 201 |
|
2024
Q1 | $4.71M | Sell |
155,694
-888
| -0.6% | -$26.8K | 0.11% | 152 |
|
2023
Q4 | $4.48M | Sell |
156,582
-12,662
| -7% | -$363K | 0.17% | 90 |
|
2023
Q3 | $4.42M | Buy |
169,244
+2,513
| +2% | +$65.6K | 0.19% | 86 |
|
2023
Q2 | $4.56M | Buy |
+166,731
| New | +$4.56M | 0.2% | 81 |
|