EWP
Elevation 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 | $770K | Buy |
21,472
+63
| +0.3% | +$2.26K | 0.3% | 53 |
|
|
2025
Q1 | $706K | Buy |
21,409
+180
| +0.8% | +$5.94K | 0.31% | 52 |
|
|
2024
Q4 | $734K | Buy |
21,229
+20,103
| +1,785% | +$695K | 0.31% | 49 |
|
|
2024
Q3 | $38.6K | Buy |
1,126
+2
| +0.2% | +$69 | 0.02% | 245 |
|
|
2024
Q2 | $36.3K | Buy |
1,124
+2
| +0.2% | +$65 | 0.02% | 243 |
|
|
2024
Q1 | $35.9K | Buy |
1,122
+4
| +0.4% | +$128 | 0.02% | 250 |
|
|
2023
Q4 | $29.3K | Hold |
1,118
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $29.3K | Sell |
1,118
-827
| -43% | -$21.7K | 0.03% | 185 |
|
|
2023
Q2 | $52.8K | Buy |
1,945
+131
| +7% | +$3.56K | 0.04% | 147 |
|
|
2023
Q1 | $46.2K | Buy |
+1,814
| New | +$46.2K | 0.04% | 165 |
|