LWM
Lodestone 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 | $2.4M | Buy |
69,436
+645
| +0.9% | +$22.3K | 1.17% | 27 |
|
|
2025
Q1 | $2.15M | Buy |
68,791
+273
| +0.4% | +$8.53K | 1.14% | 26 |
|
|
2024
Q4 | $2M | Buy |
68,518
+590
| +0.9% | +$17.2K | 1% | 38 |
|
|
2024
Q3 | $2.16M | Buy |
67,928
+212
| +0.3% | +$6.74K | 1.08% | 31 |
|
|
2024
Q2 | $2.01M | Buy |
67,716
+467
| +0.7% | +$13.9K | 1.06% | 34 |
|
|
2024
Q1 | $2.03M | Buy |
67,249
+85
| +0.1% | +$2.57K | 1.07% | 35 |
|
|
2023
Q4 | $1.92M | Sell |
67,164
-464
| -0.7% | -$13.3K | 1.11% | 33 |
|
|
2023
Q3 | $1.77M | Buy |
67,628
+524
| +0.8% | +$13.7K | 1.24% | 26 |
|
|
2023
Q2 | $1.83M | Buy |
67,104
+990
| +1% | +$27K | 1.26% | 27 |
|
|
2023
Q1 | $1.78M | Sell |
66,114
-910
| -1% | -$24.5K | 1.37% | 24 |
|
|
2022
Q4 | $1.68M | Buy |
+67,024
| New | +$1.68M | 1.35% | 25 |
|