BWA
BlueChip 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 | $208K | Sell |
5,811
-750
| -11% | -$26.9K | 0.09% | 162 |
|
|
2025
Q1 | $216K | Sell |
6,561
-830
| -11% | -$27.4K | 0.11% | 144 |
|
|
2024
Q4 | $256K | Hold |
7,391
| – | – | 0.14% | 113 |
|
|
2024
Q3 | $253K | Hold |
7,391
| – | – | 0.13% | 134 |
|
|
2024
Q2 | $238K | Hold |
7,391
| – | – | 0.14% | 127 |
|
|
2024
Q1 | $236K | Hold |
7,391
| – | – | 0.15% | 110 |
|
|
2023
Q4 | $216K | Buy |
+7,391
| New | +$216K | 0.15% | 109 |
|