BPWM
Black Point 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 | $288K | Sell |
8,044
-23,117
| -74% | -$828K | 8.24% | 3 |
|
|
2025
Q1 | $1.03M | Sell |
31,161
-118,637
| -79% | -$3.91M | 5.95% | 5 |
|
|
2024
Q4 | $5.18M | Buy |
149,798
+14,461
| +11% | +$500K | 5.99% | 4 |
|
|
2024
Q3 | $4.64M | Buy |
135,337
+5,385
| +4% | +$185K | 5.38% | 5 |
|
|
2024
Q2 | $4.19M | Buy |
+129,952
| New | +$4.19M | 4.34% | 5 |
|