EWM
Empirical 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 | $26M | Sell |
725,156
-9,600
| -1% | -$344K | 0.59% | 30 |
|
|
2025
Q1 | $24.2M | Sell |
734,756
-19,719
| -3% | -$651K | 0.62% | 28 |
|
|
2024
Q4 | $26.1M | Buy |
754,475
+8,801
| +1% | +$304K | 0.71% | 25 |
|
|
2024
Q3 | $25.6M | Sell |
745,674
-809
| -0.1% | -$27.7K | 0.72% | 26 |
|
|
2024
Q2 | $24.1M | Sell |
746,483
-40,285
| -5% | -$1.3M | 0.71% | 26 |
|
|
2024
Q1 | $25.1M | Buy |
786,768
+6,411
| +0.8% | +$205K | 0.76% | 25 |
|
|
2023
Q4 | $22.8M | Sell |
780,357
-8,587
| -1% | -$251K | 0.76% | 25 |
|
|
2023
Q3 | $20.7M | Sell |
788,944
-2,679
| -0.3% | -$70.2K | 0.81% | 23 |
|
|
2023
Q2 | $21.5M | Sell |
791,623
-21,373
| -3% | -$580K | 0.86% | 26 |
|
|
2023
Q1 | $20.7M | Sell |
812,996
-18,110
| -2% | -$461K | 0.9% | 26 |
|
|
2022
Q4 | $20.2M | Sell |
831,106
-27,102
| -3% | -$658K | 0.95% | 23 |
|
|
2022
Q3 | $19.1M | Sell |
858,208
-14,720
| -2% | -$327K | 1% | 22 |
|
|
2022
Q2 | $20.3M | Sell |
872,928
-41,593
| -5% | -$969K | 1.07% | 22 |
|
|
2022
Q1 | $25.2M | Buy |
914,521
+1,967
| +0.2% | +$54.3K | 1.26% | 19 |
|
|
2021
Q4 | $26.4M | Buy |
912,554
+9,092
| +1% | +$263K | 1.32% | 19 |
|
|
2021
Q3 | $24M | Sell |
903,462
-23,281
| -3% | -$619K | 1.37% | 18 |
|
|
2021
Q2 | $25M | Buy |
+926,743
| New | +$25M | 1.51% | 17 |
|