ALWM
Andrews Lucia Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
209,163
+9,404
| +5% | +$325K | 4.7% | 6 |
|
|
2025
Q1 | $5.83M | Buy |
199,759
+13,001
| +7% | +$380K | 3.92% | 7 |
|
|
2024
Q4 | $5.94M | Buy |
186,758
+4,639
| +3% | +$147K | 3.96% | 6 |
|
|
2024
Q3 | $5.4M | Buy |
182,119
+20,506
| +13% | +$608K | 3.83% | 6 |
|
|
2024
Q2 | $4.88M | Hold |
161,613
| – | – | 3.41% | 7 |
|
|
2024
Q1 | $4.88M | Buy |
161,613
+8,242
| +5% | +$249K | 3.48% | 7 |
|
|
2023
Q4 | $4.39M | Buy |
153,371
+12,860
| +9% | +$368K | 3.39% | 7 |
|
|
2023
Q3 | $3.67M | Buy |
140,511
+5,751
| +4% | +$150K | 3.16% | 8 |
|
|
2023
Q2 | $3.68M | Buy |
134,760
+10,216
| +8% | +$279K | 3.06% | 8 |
|
|
2023
Q1 | $3.36M | Buy |
124,544
+18,307
| +17% | +$493K | 2.97% | 8 |
|
|
2022
Q4 | $2.66M | Buy |
106,237
+9,688
| +10% | +$243K | 2.47% | 8 |
|
|
2022
Q3 | $2.08M | Buy |
96,549
+7,614
| +9% | +$164K | 2.19% | 9 |
|
|
2022
Q2 | $2.5M | Sell |
88,935
-15,829
| -15% | -$445K | 2.37% | 8 |
|
|
2022
Q1 | $3.1M | Buy |
104,764
+344
| +0.3% | +$10.2K | 2.78% | 8 |
|
|
2021
Q4 | $3.09M | Buy |
+104,420
| New | +$3.09M | 2.8% | 8 |
|