EWA
EverSource Wealth Advisors’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 | $25M | Buy |
696,150
+133,004
| +24% | +$4.77M | 1.13% | 18 |
|
|
2025
Q1 | $18.6M | Buy |
563,146
+63,453
| +13% | +$2.09M | 1.02% | 22 |
|
|
2024
Q4 | $17.3M | Buy |
499,693
+37,673
| +8% | +$1.3M | 0.97% | 23 |
|
|
2024
Q3 | $15.8M | Buy |
462,020
+5,062
| +1% | +$174K | 1% | 23 |
|
|
2024
Q2 | $15.2M | Buy |
456,958
+6,907
| +2% | +$230K | 1.01% | 22 |
|
|
2024
Q1 | $13.7M | Buy |
450,051
+58,328
| +15% | +$1.78M | 1.08% | 21 |
|
|
2023
Q4 | $11.5M | Sell |
391,723
-89,895
| -19% | -$2.63M | 1.05% | 19 |
|
|
2023
Q3 | $12.6M | Buy |
481,618
+49,835
| +12% | +$1.31M | 1.34% | 13 |
|
|
2023
Q2 | $11.7M | Buy |
431,783
+19,965
| +5% | +$542K | 1.29% | 13 |
|
|
2023
Q1 | $10.5M | Buy |
411,818
+36,076
| +10% | +$919K | 1.31% | 12 |
|
|
2022
Q4 | $9.12M | Buy |
375,742
+24,027
| +7% | +$583K | 1.38% | 12 |
|
|
2022
Q3 | $7.82M | Buy |
351,715
+89,489
| +34% | +$1.99M | 1.79% | 10 |
|
|
2022
Q2 | $6.11M | Buy |
262,226
+33,684
| +15% | +$785K | 1.58% | 9 |
|
|
2022
Q1 | $6.3M | Buy |
228,542
+43,808
| +24% | +$1.21M | 1.6% | 10 |
|
|
2021
Q4 | $5.35M | Buy |
+184,734
| New | +$5.35M | 1.5% | 13 |
|