Grand Wealth Management’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
$7.63M Sell
245,322
-4,797
-2% -$149K 3.92% 6
2025
Q1
$6.95M Buy
250,119
+1,468
+0.6% +$40.8K 3.82% 6
2024
Q4
$6.43M Buy
248,651
+33,115
+15% +$856K 3.58% 7
2024
Q3
$6.07M Buy
215,536
+759
+0.4% +$21.4K 3.42% 7
2024
Q2
$5.65M Sell
214,777
-45,552
-17% -$1.2M 3.35% 7
2024
Q1
$6.96M Sell
260,329
-6,604
-2% -$177K 3.32% 6
2023
Q4
$6.81M Buy
266,933
+43,224
+19% +$1.1M 3.7% 6
2023
Q3
$5.22M Buy
223,709
+412
+0.2% +$9.62K 3.2% 7
2023
Q2
$5.42M Sell
223,297
-15,615
-7% -$379K 3.22% 7
2023
Q1
$5.75M Buy
238,912
+4,103
+2% +$98.7K 3.46% 7
2022
Q4
$5.25M Buy
234,809
+116,658
+99% +$2.61M 3.26% 7
2022
Q3
$2.26M Buy
+118,151
New +$2.26M 1.19% 14