AWM
Accel Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
7,236
+5
| +0.1% | +$179 | 0.09% | 211 |
|
|
2025
Q1 | $239K | Sell |
7,231
-27
| -0.4% | -$891 | 0.09% | 211 |
|
|
2024
Q4 | $251K | Buy |
7,258
+2
| +0% | +$69 | 0.1% | 204 |
|
|
2024
Q3 | $249K | Buy |
7,256
+2
| +0% | +$69 | 0.09% | 205 |
|
|
2024
Q2 | $234K | Sell |
7,254
-8,327
| -53% | -$268K | 0.09% | 200 |
|
|
2024
Q1 | $498K | Hold |
15,581
| – | – | 0.21% | 110 |
|
|
2023
Q4 | $455K | Sell |
15,581
-577
| -4% | -$16.9K | 0.23% | 107 |
|
|
2023
Q3 | $423K | Hold |
16,158
| – | – | 0.24% | 100 |
|
|
2023
Q2 | $439K | Buy |
16,158
+15,374
| +1,961% | +$417K | 0.24% | 100 |
|
|
2023
Q1 | $20K | Hold |
784
| – | – | 0.01% | 716 |
|
|
2022
Q4 | $19K | Hold |
784
| – | – | 0.01% | 571 |
|
|
2022
Q3 | $19K | Hold |
784
| – | – | 0.01% | 567 |
|
|
2022
Q2 | $19K | Hold |
784
| – | – | 0.01% | 553 |
|
|
2022
Q1 | $22K | Hold |
784
| – | – | 0.01% | 531 |
|
|
2021
Q4 | $23K | Hold |
784
| – | – | 0.01% | 539 |
|
|
2021
Q3 | $21K | Sell |
784
-1,961
| -71% | -$52.5K | 0.01% | 490 |
|
|
2021
Q2 | $74K | Buy |
+2,745
| New | +$74K | 0.05% | 274 |
|