Carson Wealth (CWM LLC)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.5M | Buy |
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|
2025
Q2 | $20.8M | Sell |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $20.1M | Sell |
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|
2024
Q3 | $21.2M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $8.9M | Buy |
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|
2023
Q4 | $5.9M | Buy |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q2 | $2.17M | Hold |
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|
2021
Q1 | $2.17M | Hold |
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|
2020
Q4 | $2.17M | Hold |
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|
2020
Q3 | $2.17M | Hold |
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|
2020
Q2 | $2.17M | Hold |
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|
2020
Q1 | $2.17M | Hold |
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|
2019
Q4 | $2.17M | Hold |
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|
2019
Q3 | $2.17M | Hold |
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|
2019
Q2 | $2.17M | Hold |
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|
2019
Q1 | $2.17M | Buy |
|