JFS Wealth Advisors’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 | $6.57M | Buy |
211,385
+139,492
| +194% | +$4.34M | 0.42% | 43 |
|
2025
Q1 | $2M | Buy |
71,893
+39,154
| +120% | +$1.09M | 0.14% | 94 |
|
2024
Q4 | $846K | Buy |
32,739
+22,710
| +226% | +$587K | 0.06% | 149 |
|
2024
Q3 | $282K | Hold |
10,029
| – | – | 0.02% | 254 |
|
2024
Q2 | $264K | Hold |
10,029
| – | – | 0.02% | 210 |
|
2024
Q1 | $268K | Sell |
10,029
-1,501
| -13% | -$40.2K | 0.02% | 212 |
|
2023
Q4 | $294K | Hold |
11,530
| – | – | 0.03% | 191 |
|
2023
Q3 | $269K | Buy |
11,530
+6,374
| +124% | +$149K | 0.03% | 191 |
|
2023
Q2 | $125K | Hold |
5,156
| – | – | 0.01% | 253 |
|
2023
Q1 | $124K | Buy |
5,156
+582
| +13% | +$14K | 0.01% | 251 |
|
2022
Q4 | $102K | Buy |
4,574
+1,320
| +41% | +$29.5K | 0.01% | 275 |
|
2022
Q3 | $62K | Buy |
3,254
+2,738
| +531% | +$52.2K | 0.01% | 350 |
|
2022
Q2 | $11K | Buy |
+516
| New | +$11K | ﹤0.01% | 735 |
|