CWM
Cahill 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
Q1 | $20.8M | Buy |
630,822
+78,977
| +14% | +$2.61M | 10.59% | 2 |
|
|
2024
Q4 | $19.1M | Buy |
551,845
+38,510
| +8% | +$1.33M | 9.74% | 2 |
|
|
2024
Q3 | $17.6M | Buy |
513,335
+25,061
| +5% | +$859K | 9.08% | 2 |
|
|
2024
Q2 | $15.7M | Buy |
488,274
+41,982
| +9% | +$1.35M | 9.39% | 2 |
|
|
2024
Q1 | $14.3M | Buy |
446,292
+24,217
| +6% | +$774K | 8.3% | 2 |
|
|
2023
Q4 | $12.3M | Buy |
422,075
+48,029
| +13% | +$1.4M | 8.3% | 2 |
|
|
2023
Q3 | $9.8M | Buy |
374,046
+48,627
| +15% | +$1.27M | 7.52% | 2 |
|
|
2023
Q2 | $8.84M | Buy |
325,419
+14,331
| +5% | +$389K | 6.1% | 3 |
|
|
2023
Q1 | $7.93M | Buy |
311,088
+11,295
| +4% | +$288K | 5.85% | 3 |
|
|
2022
Q4 | $7.89M | Buy |
299,793
+185,143
| +161% | +$4.87M | 5.74% | 4 |
|
|
2022
Q3 | $2.55M | Buy |
114,650
+47,501
| +71% | +$1.06M | 2.28% | 9 |
|
|
2022
Q2 | $1.56M | Buy |
67,149
+59,801
| +814% | +$1.39M | 1.32% | 12 |
|
|
2022
Q1 | $202K | Buy |
+7,348
| New | +$202K | 0.15% | 40 |
|