DWM
Diversify 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 | $14.9M | Sell |
398,834
-52,639
| -12% | -$1.96M | 0.92% | 18 |
|
|
2025
Q1 | $14.6M | Sell |
451,473
-81,381
| -15% | -$2.63M | 1.08% | 16 |
|
|
2024
Q4 | $18.3M | Buy |
532,854
+23,982
| +5% | +$823K | 1.43% | 11 |
|
|
2024
Q3 | $17.6M | Sell |
508,872
-621,370
| -55% | -$21.4M | 1.69% | 8 |
|
|
2024
Q2 | $35.1M | Buy |
+1,130,242
| New | +$35.1M | 4.36% | 2 |
|