LWM
Liberty 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 | $14.8M | Sell |
474,657
-30,363
| -6% | -$944K | 2.31% | 12 |
|
|
2025
Q1 | $14M | Buy |
505,020
+1,439
| +0.3% | +$40K | 2.68% | 11 |
|
|
2024
Q4 | $13M | Buy |
503,581
+6,352
| +1% | +$164K | 2.17% | 12 |
|
|
2024
Q3 | $14M | Sell |
497,229
-421,102
| -46% | -$11.8M | 2.38% | 10 |
|
|
2024
Q2 | $12.8M | Buy |
918,331
+427,751
| +87% | +$5.97M | 2.35% | 10 |
|
|
2024
Q1 | $13.1M | Sell |
490,580
-1,222
| -0.2% | -$32.7K | 2.56% | 9 |
|
|
2023
Q4 | $12.6M | Sell |
491,802
-876
| -0.2% | -$22.4K | 2.69% | 8 |
|
|
2023
Q3 | $11.5M | Buy |
492,678
+2,337
| +0.5% | +$54.6K | 2.86% | 9 |
|
|
2023
Q2 | $11.9M | Sell |
490,341
-68,950
| -12% | -$1.67M | 2.94% | 8 |
|
|
2023
Q1 | $13.4M | Buy |
+559,291
| New | +$13.4M | 2.77% | 7 |
|
|
2022
Q3 | $20.9M | Buy |
1,091,034
+1,015,763
| +1,349% | +$19.5M | 5.57% | 5 |
|
|
2022
Q2 | $1.62M | Buy |
75,271
+1,480
| +2% | +$31.8K | 0.66% | 36 |
|
|
2022
Q1 | $1.8M | Buy |
+73,791
| New | +$1.8M | 0.65% | 36 |
|