KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
21,227
-887
| -4% | -$26.1K | 0.49% | 38 |
|
|
2025
Q1 | $579K | Sell |
22,114
-1,021
| -4% | -$26.8K | 0.51% | 34 |
|
|
2024
Q4 | $575K | Buy |
23,135
+273
| +1% | +$6.79K | 0.42% | 35 |
|
|
2024
Q3 | $618K | Sell |
22,862
-4,374
| -16% | -$118K | 0.51% | 33 |
|
|
2024
Q2 | $692K | Buy |
27,236
+63
| +0.2% | +$1.6K | 0.65% | 26 |
|
|
2024
Q1 | $691K | Buy |
27,173
+881
| +3% | +$22.4K | 0.68% | 28 |
|
|
2023
Q4 | $642K | Buy |
26,292
+632
| +2% | +$15.4K | 0.64% | 29 |
|
|
2023
Q3 | $578K | Buy |
25,660
+1,525
| +6% | +$34.3K | 0.6% | 31 |
|
|
2023
Q2 | $563K | Buy |
24,135
+115
| +0.5% | +$2.68K | 0.55% | 32 |
|
|
2023
Q1 | $554K | Buy |
24,020
+263
| +1% | +$6.07K | 0.57% | 31 |
|
|
2022
Q4 | $513K | Buy |
23,757
+65
| +0.3% | +$1.4K | 0.59% | 31 |
|
|
2022
Q3 | $448K | Buy |
23,692
+4,140
| +21% | +$78.3K | 0.67% | 29 |
|
|
2022
Q2 | $419K | Buy |
19,552
+242
| +1% | +$5.19K | 0.63% | 30 |
|
|
2022
Q1 | $482K | Buy |
19,310
+133
| +0.7% | +$3.32K | 1.1% | 19 |
|
|
2021
Q4 | $501K | Buy |
19,177
+698
| +4% | +$18.2K | 0.61% | 30 |
|
|
2021
Q3 | $478K | Buy |
+18,479
| New | +$478K | 1.42% | 20 |
|