KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | $1.05M | Sell |
33,732
-21,134
| -39% | -$657K | 0.83% | 24 |
|
|
2025
Q1 | $1.52M | Sell |
54,866
-186,136
| -77% | -$5.17M | 1.33% | 17 |
|
|
2024
Q4 | $6.23M | Buy |
241,002
+15,745
| +7% | +$407K | 4.6% | 7 |
|
|
2024
Q3 | $6.34M | Buy |
225,257
+15,269
| +7% | +$430K | 5.29% | 5 |
|
|
2024
Q2 | $5.52M | Buy |
209,988
+27,523
| +15% | +$724K | 5.16% | 5 |
|
|
2024
Q1 | $4.88M | Buy |
182,465
+42,373
| +30% | +$1.13M | 4.81% | 5 |
|
|
2023
Q4 | $3.58M | Buy |
140,092
+4,910
| +4% | +$125K | 3.57% | 9 |
|
|
2023
Q3 | $3.16M | Buy |
135,182
+6,414
| +5% | +$150K | 3.25% | 9 |
|
|
2023
Q2 | $3.13M | Buy |
128,768
+13,256
| +11% | +$322K | 3.06% | 11 |
|
|
2023
Q1 | $2.78M | Buy |
+115,512
| New | +$2.78M | 2.86% | 12 |
|