JWM
JPL Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
114,825
+5,685
| +5% | +$197K | 1.07% | 40 |
|
|
2025
Q1 | $3.41M | Buy |
109,140
+9,215
| +9% | +$288K | 0.97% | 46 |
|
|
2024
Q4 | $2.92M | Buy |
+99,925
| New | +$2.92M | 0.84% | 55 |
|
|
2024
Q2 | $1.89M | Buy |
63,576
+8,766
| +16% | +$260K | 0.92% | 52 |
|
|
2024
Q1 | $1.66M | Buy |
+54,810
| New | +$1.66M | 0.91% | 57 |
|