BWA
Bordeaux 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 | $359K | Sell |
10,010
-1,336
| -12% | -$47.9K | 0.05% | 113 |
|
|
2025
Q1 | $374K | Buy |
11,346
+1,596
| +16% | +$52.7K | 0.07% | 103 |
|
|
2024
Q4 | $337K | Hold |
9,750
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $334K | Hold |
9,750
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $314K | Hold |
9,750
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $312K | Hold |
9,750
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $285K | Hold |
9,750
| – | – | 0.1% | 86 |
|
|
2023
Q3 | $255K | Hold |
9,750
| – | – | 0.1% | 79 |
|
|
2023
Q2 | $265K | Buy |
+9,750
| New | +$265K | 0.11% | 80 |
|