SW
Simplicity Wealth’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 | $6.04M | Buy |
194,428
+86,233
| +80% | +$2.68M | 0.25% | 90 |
|
|
2025
Q1 | $3M | Buy |
+108,195
| New | +$3M | 0.23% | 102 |
|
|
2024
Q4 | – | Sell |
-127,244
| Closed | -$3.58M | – | 383 |
|
|
2024
Q3 | $3.58M | Sell |
127,244
-370,247
| -74% | -$10.4M | 0.33% | 68 |
|
|
2024
Q2 | $13.1M | Buy |
+497,491
| New | +$13.1M | 0.3% | 67 |
|
|
2023
Q4 | – | Sell |
-11,890
| Closed | -$278K | – | 183 |
|
|
2023
Q3 | $278K | Buy |
+11,890
| New | +$278K | 0.16% | 71 |
|