FWM
FMB 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
Q2 | $6.3M | Buy |
202,707
+68,686
| +51% | +$2.14M | 3% | 8 |
|
|
2025
Q1 | $3.72M | Buy |
134,021
+8,140
| +6% | +$226K | 2.06% | 16 |
|
|
2024
Q4 | $3.25M | Buy |
125,881
+10,926
| +10% | +$282K | 1.83% | 17 |
|
|
2024
Q3 | $3.23M | Buy |
114,955
+37,936
| +49% | +$1.07M | 1.83% | 16 |
|
|
2024
Q2 | $2.02M | Buy |
77,019
+32,093
| +71% | +$844K | 1.54% | 20 |
|
|
2024
Q1 | $1.2M | Sell |
44,926
-164
| -0.4% | -$4.39K | 0.96% | 24 |
|
|
2023
Q4 | $1.15M | Buy |
45,090
+10,612
| +31% | +$271K | 1.05% | 21 |
|
|
2023
Q3 | $805K | Buy |
34,478
+5,476
| +19% | +$128K | 0.86% | 24 |
|
|
2023
Q2 | $704K | Buy |
29,002
+19,310
| +199% | +$469K | 0.75% | 28 |
|
|
2023
Q1 | $233K | Hold |
9,692
| – | – | 0.28% | 46 |
|
|
2022
Q4 | $217K | Buy |
+9,692
| New | +$217K | 0.28% | 48 |
|