SPWM
Straight Path Wealth Management’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 | $27.3M | Buy |
877,424
+60,104
| +7% | +$1.87M | 9.26% | 3 |
|
|
2025
Q1 | $22.7M | Buy |
817,320
+68,549
| +9% | +$1.9M | 9.18% | 3 |
|
|
2024
Q4 | $19.4M | Buy |
748,771
+58,908
| +9% | +$1.52M | 7.65% | 4 |
|
|
2024
Q3 | $19.4M | Buy |
689,863
+49,957
| +8% | +$1.41M | 8.36% | 4 |
|
|
2024
Q2 | $16.8M | Buy |
639,906
+70,667
| +12% | +$1.86M | 8.64% | 3 |
|
|
2024
Q1 | $15.2M | Buy |
569,239
+47,027
| +9% | +$1.26M | 8.55% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
522,212
+79,855
| +18% | +$2.04M | 7.82% | 3 |
|
|
2023
Q3 | $10.3M | Buy |
442,357
+39,660
| +10% | +$926K | 7% | 3 |
|
|
2023
Q2 | $9.77M | Buy |
402,697
+34,571
| +9% | +$839K | 6.71% | 3 |
|
|
2023
Q1 | $8.86M | Buy |
368,126
+53,281
| +17% | +$1.28M | 7.05% | 3 |
|
|
2022
Q4 | $7.04M | Buy |
314,845
+200,911
| +176% | +$4.49M | 6.74% | 3 |
|
|
2022
Q3 | $2.18M | Buy |
113,934
+57,343
| +101% | +$1.1M | 1.96% | 13 |
|
|
2022
Q2 | $1.22M | Buy |
+56,591
| New | +$1.22M | 1.19% | 21 |
|