EWM
Evercore 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 | $365K | Hold |
10,182
| – | – | 0.01% | 318 |
|
|
2025
Q1 | $336K | Hold |
10,182
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $352K | Hold |
10,182
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $349K | Hold |
10,182
| – | – | 0.01% | 320 |
|
|
2024
Q2 | $328K | Hold |
10,182
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $325K | Sell |
10,182
-220
| -2% | -$7.03K | 0.01% | 329 |
|
|
2023
Q4 | $304K | Buy |
10,402
+220
| +2% | +$6.43K | 0.01% | 345 |
|
|
2023
Q3 | $267K | Hold |
10,182
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $276K | Hold |
10,182
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $259K | Hold |
10,182
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $247K | Hold |
10,182
| – | – | 0.01% | 351 |
|
|
2022
Q3 | $226K | Hold |
10,182
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $237K | Hold |
10,182
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $281K | Hold |
10,182
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $295K | Hold |
10,182
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $271K | Hold |
10,182
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $275K | Buy |
+10,182
| New | +$275K | 0.01% | 378 |
|