MWM
Mattern 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 | $28M | Buy |
900,070
+176,746
| +24% | +$5.5M | 5.82% | 3 |
|
2025
Q1 | $20.1M | Buy |
723,324
+10,756
| +2% | +$299K | 4.44% | 6 |
|
2024
Q4 | $18.4M | Buy |
712,568
+90,329
| +15% | +$2.33M | 4.06% | 5 |
|
2024
Q3 | $17.5M | Buy |
622,239
+312,922
| +101% | +$8.81M | 3.85% | 5 |
|
2024
Q2 | $8.13M | Buy |
309,317
+80,391
| +35% | +$2.11M | 1.95% | 9 |
|
2024
Q1 | $6.12M | Buy |
228,926
+15,663
| +7% | +$419K | 1.49% | 12 |
|
2023
Q4 | $5.44M | Buy |
213,263
+15,223
| +8% | +$389K | 1.4% | 13 |
|
2023
Q3 | $4.62M | Buy |
+198,040
| New | +$4.62M | 1.36% | 13 |
|