PWM
PBMares 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 | $2.54M | Buy |
81,745
+10
| +0% | +$311 | 0.47% | 32 |
|
|
2025
Q1 | $2.27M | Sell |
81,735
-2,160
| -3% | -$60K | 0.45% | 33 |
|
|
2024
Q4 | $2.17M | Buy |
83,895
+29,987
| +56% | +$775K | 0.44% | 33 |
|
|
2024
Q3 | $1.52M | Sell |
53,908
-311,802
| -85% | -$8.77M | 0.32% | 46 |
|
|
2024
Q2 | $9.61M | Buy |
365,710
+38,622
| +12% | +$1.02M | 2.36% | 12 |
|
|
2024
Q1 | $8.75M | Buy |
327,088
+32,533
| +11% | +$870K | 2.28% | 12 |
|
|
2023
Q4 | $7.52M | Buy |
294,555
+75,302
| +34% | +$1.92M | 2.26% | 12 |
|
|
2023
Q3 | $5.12M | Buy |
219,253
+4,659
| +2% | +$109K | 1.85% | 14 |
|
|
2023
Q2 | $5.21M | Buy |
214,594
+1,975
| +0.9% | +$47.9K | 1.86% | 12 |
|
|
2023
Q1 | $5.12M | Buy |
212,619
+14,210
| +7% | +$342K | 1.9% | 14 |
|
|
2022
Q4 | $4.43M | Buy |
198,409
+15,930
| +9% | +$356K | 1.79% | 13 |
|
|
2022
Q3 | $3.5M | Buy |
182,479
+160,352
| +725% | +$3.07M | 1.52% | 15 |
|
|
2022
Q2 | $476K | Buy |
+22,127
| New | +$476K | 0.2% | 94 |
|