BAWC
Boyce & Associates Wealth Consulting’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 | $741K | Sell |
20,667
-258
| -1% | -$9.25K | 0.68% | 31 |
|
2025
Q1 | $690K | Sell |
20,925
-1,467
| -7% | -$48.4K | 0.69% | 30 |
|
2024
Q4 | $775K | Buy |
22,392
+151
| +0.7% | +$5.22K | 0.78% | 29 |
|
2024
Q3 | $763K | Buy |
22,241
+105
| +0.5% | +$3.6K | 0.79% | 27 |
|
2024
Q2 | $714K | Buy |
22,136
+598
| +3% | +$19.3K | 0.84% | 26 |
|
2024
Q1 | $688K | Buy |
21,538
+1,639
| +8% | +$52.4K | 0.89% | 21 |
|
2023
Q4 | $582K | Buy |
19,899
+5,807
| +41% | +$170K | 0.85% | 22 |
|
2023
Q3 | $369K | Buy |
+14,092
| New | +$369K | 0.62% | 29 |
|