LWM
Lakeridge 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 | $411K | Sell |
11,896
-7,144
| -38% | -$247K | 0.19% | 94 |
|
|
2025
Q1 | $595K | Sell |
19,040
-2,517
| -12% | -$78.6K | 0.3% | 66 |
|
|
2024
Q4 | $629K | Sell |
21,557
-11,747
| -35% | -$343K | 0.33% | 60 |
|
|
2024
Q3 | $1.06M | Sell |
33,304
-5,065
| -13% | -$161K | 0.58% | 32 |
|
|
2024
Q2 | $1.14M | Sell |
38,369
-1,960
| -5% | -$58.2K | 0.68% | 28 |
|
|
2024
Q1 | $1.22M | Sell |
40,329
-2,309
| -5% | -$69.8K | 0.79% | 25 |
|
|
2023
Q4 | $1.22M | Buy |
+42,638
| New | +$1.22M | 0.88% | 24 |
|