LWM
Lakeridge Wealth Management’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 | $492K | Sell |
15,819
-6,821
| -30% | -$212K | 0.23% | 84 |
|
|
2025
Q1 | $629K | Sell |
22,640
-1,539
| -6% | -$42.7K | 0.31% | 56 |
|
|
2024
Q4 | $625K | Sell |
24,179
-9,435
| -28% | -$244K | 0.32% | 64 |
|
|
2024
Q3 | $946K | Sell |
33,614
-2,636
| -7% | -$74.2K | 0.52% | 37 |
|
|
2024
Q2 | $953K | Sell |
36,250
-2,446
| -6% | -$64.3K | 0.57% | 34 |
|
|
2024
Q1 | $1.04M | Sell |
38,696
-3,135
| -7% | -$83.9K | 0.67% | 29 |
|
|
2023
Q4 | $1.07M | Buy |
+41,831
| New | +$1.07M | 0.77% | 28 |
|