BWA
BCU 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 | $96.8M | Buy |
2,702,245
+154,993
| +6% | +$5.55M | 43.49% | 1 |
|
2025
Q1 | $84M | Buy |
2,547,252
+379,735
| +18% | +$12.5M | 43.71% | 1 |
|
2024
Q4 | $75M | Buy |
2,167,517
+25,317
| +1% | +$876K | 42.83% | 1 |
|
2024
Q3 | $73.5M | Buy |
2,142,200
+341,844
| +19% | +$11.7M | 43.79% | 1 |
|
2024
Q2 | $58M | Buy |
1,800,356
+242,341
| +16% | +$7.81M | 42.86% | 1 |
|
2024
Q1 | $49.8M | Buy |
1,558,015
+302,279
| +24% | +$9.66M | 42.27% | 1 |
|
2023
Q4 | $36.7M | Buy |
+1,255,736
| New | +$36.7M | 39.85% | 1 |
|