BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,172
| Closed | -$747K | – | 126 |
|
|
2024
Q2 | $747K | Sell |
25,172
-35,456
| -58% | -$1.05M | 0.42% | 55 |
|
|
2024
Q1 | $1.83M | Buy |
60,628
+1,032
| +2% | +$31.2K | 0.96% | 24 |
|
|
2023
Q4 | $1.71M | Buy |
59,596
+2,902
| +5% | +$83.1K | 1.02% | 22 |
|
|
2023
Q3 | $1.48M | Buy |
56,694
+4,975
| +10% | +$130K | 1% | 24 |
|
|
2023
Q2 | $1.41M | Buy |
51,719
+13,283
| +35% | +$363K | 0.99% | 27 |
|
|
2023
Q1 | $1.04M | Buy |
38,436
+17,892
| +87% | +$482K | 0.82% | 33 |
|
|
2022
Q4 | $514K | Buy |
20,544
+36
| +0.2% | +$901 | 0.46% | 63 |
|
|
2022
Q3 | $442K | Buy |
20,508
+2,759
| +16% | +$59.5K | 0.41% | 62 |
|
|
2022
Q2 | $428K | Buy |
+17,749
| New | +$428K | 0.38% | 61 |
|