AWM
Ariadne 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 | $5.63M | Buy |
149,745
+3,021
| +2% | +$114K | 2.69% | 9 |
|
|
2025
Q1 | $4.85M | Sell |
146,724
-8,795
| -6% | -$291K | 2.53% | 9 |
|
|
2024
Q4 | $5.56M | Buy |
155,519
+1,563
| +1% | +$55.9K | 2.54% | 8 |
|
|
2024
Q3 | $5.52M | Sell |
153,956
-5,170
| -3% | -$185K | 3% | 5 |
|
|
2024
Q2 | $5.13M | Buy |
+159,126
| New | +$5.13M | 3.97% | 4 |
|