CWP
Concord Wealth Partners’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 | $3.02M | Buy |
84,146
+1,606
| +2% | +$57.6K | 0.44% | 49 |
|
|
2025
Q1 | $2.72M | Sell |
82,540
-2,871
| -3% | -$94.7K | 0.45% | 59 |
|
|
2024
Q4 | $2.95M | Buy |
85,411
+181
| +0.2% | +$6.26K | 0.48% | 53 |
|
|
2024
Q3 | $2.92M | Buy |
85,230
+197
| +0.2% | +$6.76K | 0.49% | 51 |
|
|
2024
Q2 | $2.74M | Buy |
85,033
+121
| +0.1% | +$3.9K | 0.48% | 52 |
|
|
2024
Q1 | $2.71M | Sell |
84,912
-2,500
| -3% | -$79.9K | 0.49% | 50 |
|
|
2023
Q4 | $2.56M | Sell |
87,412
-20,941
| -19% | -$612K | 0.51% | 47 |
|
|
2023
Q3 | $2.84M | Buy |
108,353
+4,165
| +4% | +$109K | 0.6% | 30 |
|
|
2023
Q2 | $2.83M | Buy |
104,188
+1,511
| +1% | +$41K | 0.61% | 33 |
|
|
2023
Q1 | $2.62M | Buy |
102,677
+7,555
| +8% | +$193K | 0.74% | 28 |
|
|
2022
Q4 | $2.31M | Sell |
95,122
-10,047
| -10% | -$244K | 0.69% | 30 |
|
|
2022
Q3 | $2.34M | Buy |
105,169
+3,293
| +3% | +$73.2K | 0.74% | 28 |
|
|
2022
Q2 | $2.37M | Buy |
+101,876
| New | +$2.37M | 0.65% | 29 |
|
|
2022
Q1 | – | Sell |
-101,478
| Closed | -$2.94M | – | 1302 |
|
|
2021
Q4 | $2.94M | Buy |
+101,478
| New | +$2.94M | 0.72% | 23 |
|