SWM
Sanctuary 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
Q4 | $3.65M | Buy |
125,127
+40,895
| +49% | +$1.19M | 2.42% | 14 |
|
|
2024
Q3 | $2.68M | Buy |
84,232
+17,681
| +27% | +$562K | 1.91% | 13 |
|
|
2024
Q2 | $1.97M | Buy |
66,551
+4,166
| +7% | +$124K | 1.49% | 14 |
|
|
2024
Q1 | $1.89M | Buy |
62,385
+35,319
| +130% | +$1.07M | 1.53% | 14 |
|
|
2023
Q4 | $775K | Buy |
27,066
+745
| +3% | +$21.3K | 0.75% | 21 |
|
|
2023
Q3 | $687K | Buy |
26,321
+10,097
| +62% | +$264K | 0.75% | 20 |
|
|
2023
Q2 | $443K | Buy |
+16,224
| New | +$443K | 0.47% | 24 |
|
|
2022
Q4 | $209K | Buy |
+8,360
| New | +$209K | 0.24% | 30 |
|