SWA
Sax Wealth Advisors’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 | $1.96M | Buy |
63,069
+38,396
| +156% | +$1.19M | 0.12% | 103 |
|
|
2025
Q1 | $685K | Sell |
24,673
-8,404
| -25% | -$233K | 0.05% | 180 |
|
|
2024
Q4 | $855K | Buy |
33,077
+13,720
| +71% | +$355K | 0.07% | 135 |
|
|
2024
Q3 | $545K | Buy |
19,357
+800
| +4% | +$22.5K | 0.05% | 144 |
|
|
2024
Q2 | $488K | Sell |
18,557
-600
| -3% | -$15.8K | 0.05% | 147 |
|
|
2024
Q1 | $512K | Buy |
19,157
+601
| +3% | +$16.1K | 0.06% | 113 |
|
|
2023
Q4 | $474K | Buy |
18,556
+4,200
| +29% | +$107K | 0.08% | 124 |
|
|
2023
Q3 | $335K | Hold |
14,356
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $348K | Hold |
14,356
| – | – | 0.07% | 135 |
|
|
2023
Q1 | $345K | Hold |
14,356
| – | – | 0.08% | 131 |
|
|
2022
Q4 | $321K | Hold |
14,356
| – | – | 0.07% | 129 |
|
|
2022
Q3 | $275K | Buy |
+14,356
| New | +$275K | 0.07% | 138 |
|