PWMG
Private Wealth Management Group’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 | $18.6M | Sell |
598,627
-7,787
| -1% | -$242K | 6.18% | 3 |
|
2025
Q1 | $16.8M | Buy |
606,414
+6,754
| +1% | +$188K | 6.21% | 3 |
|
2024
Q4 | $15.5M | Sell |
599,660
-5,726
| -0.9% | -$148K | 5.93% | 3 |
|
2024
Q3 | $17M | Buy |
605,386
+10,308
| +2% | +$290K | 6.73% | 3 |
|
2024
Q2 | $15.6M | Buy |
595,078
+39,087
| +7% | +$1.03M | 6.78% | 3 |
|
2024
Q1 | $14.9M | Buy |
555,991
+76,344
| +16% | +$2.04M | 6.74% | 4 |
|
2023
Q4 | $12.2M | Buy |
+479,647
| New | +$12.2M | 6.02% | 4 |
|