AWA
Arbor 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 | $4.15M | Hold |
115,776
| – | – | 3.37% | 6 |
|
|
2025
Q1 | $3.82M | Sell |
115,776
-1,475
| -1% | -$48.7K | 3.41% | 6 |
|
|
2024
Q4 | $4.06M | Hold |
117,251
| – | – | 3.61% | 6 |
|
|
2024
Q3 | $4.02M | Hold |
117,251
| – | – | 3.63% | 6 |
|
|
2024
Q2 | $3.78M | Hold |
117,251
| – | – | 3.73% | 6 |
|
|
2024
Q1 | $3.75M | Hold |
117,251
| – | – | 3.54% | 7 |
|
|
2023
Q4 | $3.43M | Buy |
+117,251
| New | +$3.43M | 3.52% | 7 |
|