DWM
Diversify 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 | $18.2M | Sell |
513,154
-48,869
| -9% | -$1.73M | 1.12% | 14 |
|
2025
Q1 | $18.2M | Sell |
562,023
-33,312
| -6% | -$1.08M | 1.35% | 11 |
|
2024
Q4 | $17.2M | Buy |
595,335
+14,413
| +2% | +$417K | 1.34% | 13 |
|
2024
Q3 | $17.7M | Buy |
580,922
+17,360
| +3% | +$528K | 1.7% | 7 |
|
2024
Q2 | $16.2M | Buy |
+563,562
| New | +$16.2M | 2.01% | 7 |
|