CWA
Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $390K | Sell |
14,527
-2,095
| -13% | -$56.2K | 0.24% | 82 |
|
|
2023
Q1 | $419K | Sell |
16,622
-3,327
| -17% | -$83.9K | 0.26% | 80 |
|
|
2022
Q4 | $498K | Sell |
19,949
-44,647
| -69% | -$1.11M | 0.33% | 62 |
|
|
2022
Q3 | $1.47M | Buy |
64,596
+970
| +2% | +$22K | 1.05% | 24 |
|
|
2022
Q2 | $1.51M | Buy |
+63,626
| New | +$1.51M | 1.06% | 25 |
|
|
2022
Q1 | – | Sell |
-67,122
| Closed | -$1.93M | – | 111 |
|
|
2021
Q4 | $1.93M | Sell |
67,122
-2,045
| -3% | -$58.9K | 1.11% | 22 |
|
|
2021
Q3 | $1.86M | Buy |
69,167
+1,654
| +2% | +$44.5K | 1.14% | 23 |
|
|
2021
Q2 | $1.83M | Buy |
+67,513
| New | +$1.83M | 1.15% | 26 |
|