CCWM
Cassaday & Co 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
Q2 | $1.82M | Sell |
50,831
-216
| -0.4% | -$7.74K | 0.05% | 86 |
|
|
2025
Q1 | $1.68M | Buy |
51,047
+216
| +0.4% | +$7.13K | 0.05% | 84 |
|
|
2024
Q4 | $1.76M | Hold |
50,831
| – | – | 0.05% | 79 |
|
|
2024
Q3 | $1.74M | Hold |
50,831
| – | – | 0.05% | 79 |
|
|
2024
Q2 | $1.64M | Sell |
50,831
-9,038
| -15% | -$291K | 0.05% | 77 |
|
|
2024
Q1 | $1.91M | Buy |
59,869
+12,381
| +26% | +$396K | 0.06% | 67 |
|
|
2023
Q4 | $1.39M | Buy |
47,488
+3,943
| +9% | +$115K | 0.05% | 81 |
|
|
2023
Q3 | $1.14M | Hold |
43,545
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $1.18M | Hold |
43,545
| – | – | 0.05% | 81 |
|
|
2023
Q1 | $1.11M | Hold |
43,545
| – | – | 0.05% | 82 |
|
|
2022
Q4 | $1.06M | Buy |
+43,545
| New | +$1.06M | 0.05% | 84 |
|