BHWM
Beaird Harris 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
Q1 | $1.64M | Sell |
49,808
-2,500
| -5% | -$82.5K | 0.14% | 56 |
|
|
2024
Q4 | $1.81M | Sell |
52,308
-530
| -1% | -$18.3K | 0.16% | 55 |
|
|
2024
Q3 | $1.81M | Sell |
52,838
-853
| -2% | -$29.2K | 0.16% | 53 |
|
|
2024
Q2 | $1.73M | Sell |
53,691
-874
| -2% | -$28.2K | 0.16% | 52 |
|
|
2024
Q1 | $1.74M | Sell |
54,565
-796
| -1% | -$25.4K | 0.17% | 47 |
|
|
2023
Q4 | $1.62M | Sell |
55,361
-343
| -0.6% | -$10K | 0.17% | 47 |
|
|
2023
Q3 | $1.46M | Buy |
55,704
+28
| +0.1% | +$734 | 0.17% | 44 |
|
|
2023
Q2 | $1.51M | Buy |
55,676
+26
| +0% | +$706 | 0.18% | 41 |
|
|
2023
Q1 | $1.42M | Buy |
55,650
+18
| +0% | +$459 | 0.25% | 38 |
|
|
2022
Q4 | $1.35M | Buy |
55,632
+39
| +0.1% | +$947 | 0.25% | 37 |
|
|
2022
Q3 | $1.24M | Buy |
55,593
+28
| +0.1% | +$623 | 0.27% | 37 |
|
|
2022
Q2 | $1.3M | Sell |
55,565
-1,914
| -3% | -$44.6K | 0.36% | 31 |
|
|
2022
Q1 | $1.59M | Buy |
57,479
+20
| +0% | +$552 | 0.57% | 26 |
|
|
2021
Q4 | $1.67M | Buy |
+57,459
| New | +$1.67M | 0.61% | 25 |
|