CWM
Core 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 | $107M | Buy |
2,992,083
+43,594
| +1% | +$1.56M | 37.81% | 1 |
|
|
2025
Q1 | $97.3M | Sell |
2,948,489
-3,969
| -0.1% | -$131K | 37.33% | 1 |
|
|
2024
Q4 | $102M | Sell |
2,952,458
-80,088
| -3% | -$2.77M | 39.91% | 1 |
|
|
2024
Q3 | $97.8M | Hold |
3,032,546
| – | – | 39.67% | 1 |
|
|
2024
Q2 | $97.8M | Buy |
3,032,546
+68,233
| +2% | +$2.2M | 39.67% | 1 |
|
|
2024
Q1 | $94.7M | Buy |
2,964,313
+87,293
| +3% | +$2.79M | 41.08% | 1 |
|
|
2023
Q4 | $84.1M | Sell |
2,877,020
-71,336
| -2% | -$2.09M | 40.15% | 1 |
|
|
2023
Q3 | $77.2M | Buy |
2,948,356
+57,700
| +2% | +$1.51M | 39.95% | 1 |
|
|
2023
Q2 | $78.5M | Buy |
2,890,656
+32,144
| +1% | +$873K | 39.84% | 1 |
|
|
2023
Q1 | $72.8M | Sell |
2,858,512
-12,342
| -0.4% | -$314K | 39.33% | 1 |
|
|
2022
Q4 | $69.7M | Buy |
+2,870,854
| New | +$69.7M | 39.37% | 1 |
|