LWA
Ledgewood Wealth Advisors’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 | $10.2M | Sell |
295,859
-14,208
| -5% | -$491K | 6.44% | 5 |
|
|
2025
Q1 | $9.68M | Sell |
310,067
-29,662
| -9% | -$926K | 6.25% | 6 |
|
|
2024
Q4 | $9.92M | Buy |
339,729
+17,230
| +5% | +$503K | 6.4% | 5 |
|
|
2024
Q3 | $10.2M | Buy |
322,499
+27,529
| +9% | +$875K | 6.9% | 5 |
|
|
2024
Q2 | $8.75M | Buy |
294,970
+51,109
| +21% | +$1.52M | 7.54% | 4 |
|
|
2024
Q1 | $7.37M | Buy |
243,861
+13,889
| +6% | +$420K | 6.85% | 4 |
|
|
2023
Q4 | $6.59M | Buy |
+229,972
| New | +$6.59M | 6.08% | 5 |
|