Congress Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Buy	93,885 +4,179	+5%	+$150K	0.03%	460
2025 Q1	$2.96M	Buy	+89,706	New	+$2.96M	0.04%	421