MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $583K | Sell |
19,298
-9,471
| -33% | -$286K | 0.13% | 38 |
|
|
2023
Q4 | $824K | Buy |
28,769
+8,109
| +39% | +$232K | 0.19% | 32 |
|
|
2023
Q3 | $539K | Sell |
20,660
-5,906
| -22% | -$154K | 0.14% | 36 |
|
|
2023
Q2 | $726K | Sell |
26,566
-679
| -2% | -$18.6K | 0.16% | 51 |
|
|
2023
Q1 | $734K | Buy |
27,245
+1,829
| +7% | +$49.3K | 0.2% | 34 |
|
|
2022
Q4 | $636K | Sell |
25,416
-8,201
| -24% | -$205K | 0.19% | 32 |
|
|
2022
Q3 | $725K | Buy |
33,617
+21,778
| +184% | +$470K | 0.25% | 30 |
|
|
2022
Q2 | $286K | Buy |
+11,839
| New | +$286K | 0.13% | 38 |
|
|
2022
Q1 | – | Sell |
-22,388
| Closed | -$662K | – | 55 |
|
|
2021
Q4 | $662K | Buy |
+22,388
| New | +$662K | 0.25% | 22 |
|