TCPWM
Traverso Chambers Private Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.89M | Buy |
345,262
+16,651
| +5% | +$477K | 2.4% | 12 |
|
|
2023
Q3 | $8.58M | Buy |
328,611
+6,159
| +2% | +$161K | 2.29% | 11 |
|
|
2023
Q2 | $8.81M | Sell |
322,452
-3,205
| -1% | -$87.6K | 2.31% | 12 |
|
|
2023
Q1 | $8.78M | Sell |
325,657
-954
| -0.3% | -$25.7K | 2.41% | 13 |
|
|
2022
Q4 | $8.18M | Buy |
326,611
+9,350
| +3% | +$234K | 2.35% | 13 |
|
|
2022
Q3 | $6.84M | Buy |
+317,261
| New | +$6.84M | 2.1% | 14 |
|