Sequoia Financial 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 | $234K | Hold |
7,524
| – | – | ﹤0.01% | 1389 |
|
2025
Q1 | $209K | Buy |
+7,524
| New | +$209K | ﹤0.01% | 1237 |
|
2024
Q3 | – | Sell |
-12,245
| Closed | -$322K | – | 1291 |
|
2024
Q2 | $322K | Buy |
12,245
+414
| +3% | +$10.9K | ﹤0.01% | 856 |
|
2024
Q1 | $316K | Sell |
11,831
-270
| -2% | -$7.22K | ﹤0.01% | 831 |
|
2023
Q4 | $309K | Hold |
12,101
| – | – | ﹤0.01% | 911 |
|
2023
Q3 | $283K | Sell |
12,101
-126
| -1% | -$2.94K | 0.01% | 710 |
|
2023
Q2 | $297K | Buy |
12,227
+126
| +1% | +$3.06K | 0.01% | 705 |
|
2023
Q1 | $291K | Hold |
12,101
| – | – | 0.01% | 637 |
|
2022
Q4 | $270K | Buy |
+12,101
| New | +$270K | 0.01% | 620 |
|