WRPWM
Werba Rubin Papier 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 | $5.32M | Buy |
153,811
+14,821
| +11% | +$512K | 1% | 18 |
|
|
2025
Q1 | $4.34M | Buy |
138,990
+13,348
| +11% | +$417K | 0.94% | 19 |
|
|
2024
Q4 | $3.67M | Buy |
125,642
+5,416
| +5% | +$158K | 0.87% | 20 |
|
|
2024
Q3 | $3.82M | Sell |
120,226
-3,058
| -2% | -$97.2K | 0.9% | 19 |
|
|
2024
Q2 | $3.66M | Sell |
123,284
-2,518
| -2% | -$74.7K | 1.01% | 17 |
|
|
2024
Q1 | $3.8M | Buy |
125,802
+7,811
| +7% | +$236K | 1.1% | 15 |
|
|
2023
Q4 | $3.38M | Buy |
117,991
+3,815
| +3% | +$109K | 1.15% | 16 |
|
|
2023
Q3 | $2.98M | Buy |
114,176
+10,419
| +10% | +$272K | 1.06% | 18 |
|
|
2023
Q2 | $2.83M | Buy |
103,757
+37,458
| +56% | +$1.02M | 0.98% | 18 |
|
|
2023
Q1 | $1.79M | Buy |
66,299
+50,762
| +327% | +$1.37M | 0.7% | 23 |
|
|
2022
Q4 | $389K | Buy |
+15,537
| New | +$389K | 0.16% | 63 |
|