AWM
Arista 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 | $8.41M | Buy |
234,609
+14
| +0% | +$502 | 1.16% | 18 |
|
|
2025
Q1 | $7.74M | Sell |
234,595
-1,065
| -0.5% | -$35.1K | 1.88% | 11 |
|
|
2024
Q4 | $8.15M | Buy |
235,660
+13
| +0% | +$450 | 1.95% | 11 |
|
|
2024
Q3 | $8.08M | Buy |
235,647
+13
| +0% | +$446 | 1.94% | 11 |
|
|
2024
Q2 | $7.6M | Buy |
235,634
+89,441
| +61% | +$2.88M | 2% | 10 |
|
|
2024
Q1 | $4.67M | Buy |
146,193
+121,371
| +489% | +$3.88M | 3.57% | 9 |
|
|
2023
Q4 | $726K | Buy |
24,822
+125
| +0.5% | +$3.65K | 0.27% | 25 |
|
|
2023
Q3 | $647K | Sell |
24,697
-127
| -0.5% | -$3.33K | 0.25% | 29 |
|
|
2023
Q2 | $674K | Hold |
24,824
| – | – | 0.28% | 28 |
|
|
2023
Q1 | $633K | Buy |
+24,824
| New | +$633K | 0.35% | 30 |
|