Elevate Wealth Advisory’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $154K | Buy |
4,960
+1,281
| +35% | +$39.8K | 0.11% | 83 |
|
2025
Q1 | $102K | Buy |
3,679
+922
| +33% | +$25.6K | 0.07% | 81 |
|
2024
Q4 | $71.3K | Buy |
2,757
+181
| +7% | +$4.68K | 0.05% | 83 |
|
2024
Q3 | $72.5K | Buy |
2,576
+236
| +10% | +$6.64K | 0.05% | 87 |
|
2024
Q2 | $61.5K | Hold |
2,340
| – | – | 0.05% | 82 |
|
2024
Q1 | $62.6K | Buy |
2,340
+930
| +66% | +$24.9K | 0.05% | 78 |
|
2023
Q4 | $36K | Buy |
+1,410
| New | +$36K | 0.03% | 86 |
|