CWA
Cascade 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 | $2.39M | Buy |
+64,862
| New | +$2.39M | 1.35% | 20 |
|
|
2025
Q1 | – | Sell |
-7,770
| Closed | -$269K | – | 43 |
|
|
2024
Q4 | $269K | Hold |
7,770
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $266K | Sell |
7,770
-500
| -6% | -$17.1K | 0.19% | 44 |
|
|
2024
Q2 | $270K | Buy |
+8,270
| New | +$270K | 0.2% | 45 |
|