BSW
Buckingham Strategic Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.2B | Sell |
37,304,289
-451,319
| -1% | -$14.6M | 12.45% | 1 |
|
|
2024
Q1 | $1.21B | Buy |
37,755,608
+256,172
| +0.7% | +$8.18M | 12.73% | 1 |
|
|
2023
Q4 | $1.1B | Sell |
37,499,436
-76,055
| -0.2% | -$2.22M | 13.03% | 1 |
|
|
2023
Q3 | $984M | Buy |
37,575,491
+350,032
| +0.9% | +$9.17M | 13.94% | 1 |
|
|
2023
Q2 | $1.01B | Buy |
37,225,459
+1,779,453
| +5% | +$48.3M | 14.39% | 1 |
|
|
2023
Q1 | $861M | Hold |
35,446,006
| – | – | 15.65% | 1 |
|
|
2022
Q4 | $861M | Buy |
35,446,006
+1,067,107
| +3% | +$25.9M | 15.64% | 1 |
|
|
2022
Q3 | $765M | Buy |
34,378,899
+163,750
| +0.5% | +$3.64M | 15.61% | 1 |
|
|
2022
Q2 | $797M | Buy |
34,215,149
+321,450
| +0.9% | +$7.49M | 15.75% | 1 |
|
|
2022
Q1 | $935M | Sell |
33,893,699
-188,143
| -0.6% | -$5.19M | 18.42% | 1 |
|
|
2021
Q4 | $987M | Sell |
34,081,842
-61,262
| -0.2% | -$1.77M | 19.08% | 1 |
|
|
2021
Q3 | $907M | Buy |
34,143,104
+1,352,940
| +4% | +$35.9M | 18.58% | 1 |
|
|
2021
Q2 | $885M | Buy |
+32,790,164
| New | +$885M | 21.35% | 1 |
|