LWM
Liberty 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 | $13.5M | Buy |
390,964
+46,219
| +13% | +$1.6M | 2.12% | 15 |
|
|
2025
Q1 | $10.8M | Sell |
344,745
-70,830
| -17% | -$2.21M | 2.06% | 16 |
|
|
2024
Q4 | $12.1M | Buy |
415,575
+129,953
| +45% | +$3.79M | 2.02% | 16 |
|
|
2024
Q3 | $9.08M | Sell |
285,622
-280,738
| -50% | -$8.92M | 1.54% | 18 |
|
|
2024
Q2 | $8.28M | Buy |
566,360
+269,510
| +91% | +$3.94M | 1.52% | 18 |
|
|
2024
Q1 | $8.97M | Buy |
296,850
+10,237
| +4% | +$309K | 1.75% | 16 |
|
|
2023
Q4 | $8.21M | Sell |
286,613
-30,177
| -10% | -$865K | 1.76% | 15 |
|
|
2023
Q3 | $8.27M | Buy |
316,790
+40,172
| +15% | +$1.05M | 2.06% | 12 |
|
|
2023
Q2 | $7.56M | Buy |
276,618
+12,433
| +5% | +$340K | 1.87% | 14 |
|
|
2023
Q1 | $7.14M | Buy |
+264,185
| New | +$7.14M | 1.47% | 15 |
|