CWM
Cedar 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 | $10.8M | Hold |
302,298
| – | – | 3.67% | 8 |
|
|
2025
Q1 | $9.97M | Hold |
302,298
| – | – | 3.55% | 8 |
|
|
2024
Q4 | $10.5M | Hold |
302,298
| – | – | 3.78% | 8 |
|
|
2024
Q3 | $10.4M | Hold |
302,298
| – | – | 3.22% | 8 |
|
|
2024
Q2 | $9.75M | Hold |
302,298
| – | – | 3.16% | 8 |
|
|
2024
Q1 | $9.66M | Hold |
302,298
| – | – | 3.18% | 8 |
|
|
2023
Q4 | $8.84M | Hold |
302,298
| – | – | 3.22% | 7 |
|
|
2023
Q3 | $7.92M | Hold |
302,298
| – | – | 3.13% | 7 |
|
|
2023
Q2 | $8.21M | Hold |
302,298
| – | – | 3.17% | 7 |
|
|
2023
Q1 | $7.7M | Buy |
+302,298
| New | +$7.7M | 3.15% | 7 |
|
|
2022
Q4 | – | Sell |
-302,298
| Closed | -$6.72M | – | 311 |
|
|
2022
Q3 | $6.72M | Hold |
302,298
| – | – | 3.34% | 6 |
|
|
2022
Q2 | $7.04M | Hold |
302,298
| – | – | 3.22% | 5 |
|
|
2022
Q1 | $8.34M | Sell |
302,298
-1,337
| -0.4% | -$36.9K | 3.37% | 5 |
|
|
2021
Q4 | $8.8M | Hold |
303,635
| – | – | 3.55% | 5 |
|
|
2021
Q3 | $8.07M | Sell |
303,635
-1,385
| -0.5% | -$36.8K | 3.59% | 7 |
|
|
2021
Q2 | $8.23M | Buy |
+305,020
| New | +$8.23M | 3.71% | 6 |
|