BWP
Balboa Wealth Partners’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 | $542K | Sell |
15,115
-463
| -3% | -$16.6K | 0.11% | 150 |
|
|
2025
Q1 | $514K | Sell |
15,578
-263
| -2% | -$8.68K | 0.12% | 130 |
|
|
2024
Q4 | $548K | Sell |
15,841
-531
| -3% | -$18.4K | 0.13% | 137 |
|
|
2024
Q3 | $561K | Sell |
16,372
-16
| -0.1% | -$549 | 0.14% | 126 |
|
|
2024
Q2 | $528K | Hold |
16,388
| – | – | 0.14% | 130 |
|
|
2024
Q1 | $524K | Hold |
16,388
| – | – | 0.15% | 116 |
|
|
2023
Q4 | $479K | Hold |
16,388
| – | – | 0.16% | 118 |
|
|
2023
Q3 | $429K | Buy |
16,388
+3,999
| +32% | +$105K | 0.16% | 114 |
|
|
2023
Q2 | $336K | Hold |
12,389
| – | – | 0.12% | 147 |
|
|
2023
Q1 | $316K | Hold |
12,389
| – | – | 0.12% | 153 |
|
|
2022
Q4 | $301K | Sell |
12,389
-1,347
| -10% | -$32.7K | 0.14% | 153 |
|
|
2022
Q3 | $305K | Buy |
+13,736
| New | +$305K | 0.13% | 134 |
|