FWM
FMB Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
43,097
+519
| +1% | +$34.7K | 1.37% | 20 |
|
|
2025
Q1 | $2.61M | Buy |
42,578
+1,543
| +4% | +$94.6K | 1.44% | 19 |
|
|
2024
Q4 | $2.63M | Buy |
41,035
+173
| +0.4% | +$11.1K | 1.48% | 20 |
|
|
2024
Q3 | $2.59M | Buy |
40,862
+9,459
| +30% | +$599K | 1.46% | 19 |
|
|
2024
Q2 | $1.87M | Buy |
31,403
+621
| +2% | +$37K | 1.42% | 21 |
|
|
2024
Q1 | $1.81M | Buy |
30,782
+7,369
| +31% | +$432K | 1.44% | 19 |
|
|
2023
Q4 | $1.25M | Buy |
+23,413
| New | +$1.25M | 1.14% | 18 |
|