CWM
Cahill Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $2.35M | Buy |
84,577
+763
| +0.9% | +$21.2K | 1.2% | 16 |
|
2024
Q4 | $2.17M | Buy |
83,814
+162
| +0.2% | +$4.19K | 1.1% | 15 |
|
2024
Q3 | $2.35M | Buy |
83,652
+38
| +0% | +$1.07K | 1.21% | 15 |
|
2024
Q2 | $2.2M | Buy |
83,614
+113
| +0.1% | +$2.97K | 1.31% | 13 |
|
2024
Q1 | $2.23M | Sell |
83,501
-251
| -0.3% | -$6.71K | 1.3% | 14 |
|
2023
Q4 | $2.14M | Sell |
83,752
-76
| -0.1% | -$1.94K | 1.44% | 13 |
|
2023
Q3 | $1.96M | Buy |
83,828
+511
| +0.6% | +$11.9K | 1.5% | 13 |
|
2023
Q2 | $2.02M | Buy |
83,317
+3,470
| +4% | +$84.2K | 1.4% | 14 |
|
2023
Q1 | $1.92M | Buy |
79,847
+5,364
| +7% | +$129K | 1.42% | 13 |
|
2022
Q4 | $1.81M | Buy |
74,483
+43,525
| +141% | +$1.06M | 1.31% | 15 |
|
2022
Q3 | $593K | Buy |
30,958
+700
| +2% | +$13.4K | 0.53% | 26 |
|
2022
Q2 | $651K | Buy |
+30,258
| New | +$651K | 0.55% | 26 |
|