AWA
Aquire Wealth Advisors’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 | $2.05M | Hold |
57,169
| – | – | 0.55% | 19 |
|
|
2025
Q1 | $1.89M | Hold |
57,169
| – | – | 0.58% | 19 |
|
|
2024
Q4 | $1.98M | Hold |
57,169
| – | – | 0.61% | 19 |
|
|
2024
Q3 | $1.96M | Buy |
57,169
+1,122
| +2% | +$38.5K | 0.62% | 19 |
|
|
2024
Q2 | $1.81M | Sell |
56,047
-1,152
| -2% | -$37.1K | 0.61% | 21 |
|
|
2024
Q1 | $1.83M | Hold |
57,199
| – | – | 0.64% | 21 |
|
|
2023
Q4 | $1.67M | Hold |
57,199
| – | – | 0.64% | 21 |
|
|
2023
Q3 | $1.5M | Hold |
57,199
| – | – | 0.63% | 22 |
|
|
2023
Q2 | $1.55M | Sell |
57,199
-13,251
| -19% | -$360K | 0.62% | 21 |
|
|
2023
Q1 | $1.8M | Buy |
70,450
+11
| +0% | +$280 | 0.79% | 20 |
|
|
2022
Q4 | $1.71M | Sell |
70,439
-525
| -0.7% | -$12.7K | 0.85% | 20 |
|
|
2022
Q3 | $1.58M | Sell |
70,964
-4,318
| -6% | -$96K | 0.92% | 22 |
|
|
2022
Q2 | $1.75M | Sell |
75,282
-4,533
| -6% | -$106K | 1.02% | 21 |
|
|
2022
Q1 | $2.2M | Buy |
79,815
+836
| +1% | +$23.1K | 1.17% | 22 |
|
|
2021
Q4 | $2.29M | Buy |
+78,979
| New | +$2.29M | 1.2% | 21 |
|