Carson Wealth (CWM LLC)’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
Q2 | $126K | Buy |
4,050
+382
| +10% | +$11.9K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $102K | Sell |
3,668
-71
| -2% | -$1.97K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $97K | Sell |
3,739
-2,333
| -38% | -$60.5K | ﹤0.01% | 2295 |
|
|
2024
Q3 | $171K | Sell |
6,072
-13,352
| -69% | -$376K | ﹤0.01% | 1838 |
|
|
2024
Q2 | $511K | Buy |
+19,424
| New | +$511K | ﹤0.01% | 1187 |
|
|
2024
Q1 | – | Sell |
-2,023
| Closed | -$52K | – | 4390 |
|
|
2023
Q4 | $52K | Sell |
2,023
-17
| -0.8% | -$437 | ﹤0.01% | 2149 |
|
|
2023
Q3 | $48K | Buy |
+2,040
| New | +$48K | ﹤0.01% | 2083 |
|