Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
70,979
+3,139
| +5% | +$97.6K | 0.5% | 46 |
|
2025
Q1 | $1.88M | Buy |
67,840
+5,882
| +9% | +$163K | 0.45% | 47 |
|
2024
Q4 | $1.6M | Buy |
61,958
+1,834
| +3% | +$47.4K | 0.39% | 52 |
|
2024
Q3 | $1.69M | Buy |
60,124
+8,021
| +15% | +$226K | 0.42% | 52 |
|
2024
Q2 | $1.37M | Buy |
52,103
+1,822
| +4% | +$47.9K | 0.37% | 53 |
|
2024
Q1 | $1.35M | Buy |
50,281
+10,598
| +27% | +$284K | 0.38% | 53 |
|
2023
Q4 | $1.01M | Buy |
39,683
+18,613
| +88% | +$475K | 0.31% | 58 |
|
2023
Q3 | $492K | Buy |
21,070
+961
| +5% | +$22.4K | 0.17% | 88 |
|
2023
Q2 | $488K | Buy |
+20,109
| New | +$488K | 0.16% | 85 |
|