WKWM
Walter & Keenan 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $762K | Buy |
22,056
+658
| +3% | +$22.7K | 0.22% | 90 |
|
2025
Q1 | $668K | Buy |
21,398
+638
| +3% | +$19.9K | 0.2% | 94 |
|
2024
Q4 | $606K | Buy |
20,760
+8,165
| +65% | +$238K | 0.18% | 99 |
|
2024
Q3 | $400K | Buy |
12,595
+3,439
| +38% | +$109K | 0.12% | 116 |
|
2024
Q2 | $272K | Buy |
9,156
+1,449
| +19% | +$43K | 0.09% | 130 |
|
2024
Q1 | $233K | Buy |
+7,707
| New | +$233K | 0.08% | 129 |
|