MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,331
| Closed | -$800K | – | 73 |
|
|
2023
Q4 | $800K | Sell |
31,331
-646
| -2% | -$16.5K | 0.18% | 33 |
|
|
2023
Q3 | $747K | Buy |
31,977
+3,165
| +11% | +$73.9K | 0.2% | 29 |
|
|
2023
Q2 | $699K | Sell |
28,812
-7,295
| -20% | -$177K | 0.15% | 52 |
|
|
2023
Q1 | $869K | Buy |
36,107
+8,025
| +29% | +$193K | 0.23% | 31 |
|
|
2022
Q4 | $628K | Buy |
+28,082
| New | +$628K | 0.19% | 33 |
|