AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $984K | Sell |
28,708
-218
| -0.8% | -$7.48K | 0.53% | 41 |
|
|
2024
Q2 | $933K | Buy |
28,926
+212
| +0.7% | +$6.84K | 0.53% | 39 |
|
|
2024
Q1 | $917K | Buy |
28,714
+956
| +3% | +$30.5K | 0.55% | 38 |
|
|
2023
Q4 | $811K | Sell |
27,758
-47
| -0.2% | -$1.37K | 0.55% | 38 |
|
|
2023
Q3 | $728K | Sell |
27,805
-7,989
| -22% | -$209K | 0.55% | 39 |
|
|
2023
Q2 | $972K | Buy |
35,794
+4,178
| +13% | +$113K | 0.74% | 31 |
|
|
2023
Q1 | $806K | Buy |
31,616
+27,223
| +620% | +$694K | 0.65% | 36 |
|
|
2022
Q4 | $107K | Buy |
+4,393
| New | +$107K | 0.09% | 106 |
|