AE Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $180K | Buy |
5,788
+588
| +11% | +$18.3K | ﹤0.01% | 1337 |
|
2025
Q1 | $144K | Sell |
5,200
-927
| -15% | -$25.7K | ﹤0.01% | 1357 |
|
2024
Q4 | $158K | Sell |
6,127
-13,670
| -69% | -$353K | ﹤0.01% | 1324 |
|
2024
Q3 | $557K | Buy |
+19,797
| New | +$557K | 0.01% | 856 |
|
2024
Q2 | – | Sell |
-9,647
| Closed | -$258K | – | 1245 |
|
2024
Q1 | $258K | Sell |
9,647
-10,143
| -51% | -$271K | ﹤0.01% | 1011 |
|
2023
Q4 | $500K | Buy |
+19,790
| New | +$500K | ﹤0.01% | 1437 |
|