FWM
FMB 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 | $34.8M | Buy |
972,075
+117,269
| +14% | +$4.2M | 16.59% | 1 |
|
|
2025
Q1 | $28.2M | Buy |
854,806
+51,086
| +6% | +$1.69M | 15.6% | 1 |
|
|
2024
Q4 | $27.8M | Buy |
803,720
+68,100
| +9% | +$2.36M | 15.66% | 1 |
|
|
2024
Q3 | $25.2M | Buy |
735,620
+49,787
| +7% | +$1.71M | 14.26% | 1 |
|
|
2024
Q2 | $22.1M | Buy |
685,833
+44,184
| +7% | +$1.42M | 16.81% | 1 |
|
|
2024
Q1 | $20.5M | Buy |
641,649
+11,540
| +2% | +$369K | 16.35% | 1 |
|
|
2023
Q4 | $18.4M | Buy |
630,109
+29,084
| +5% | +$850K | 16.83% | 1 |
|
|
2023
Q3 | $15.7M | Buy |
601,025
+45,707
| +8% | +$1.2M | 16.9% | 1 |
|
|
2023
Q2 | $15.1M | Buy |
555,318
+48,666
| +10% | +$1.32M | 16.01% | 1 |
|
|
2023
Q1 | $12.9M | Buy |
506,652
+53,371
| +12% | +$1.36M | 15.4% | 1 |
|
|
2022
Q4 | $11M | Buy |
+453,281
| New | +$11M | 14.17% | 1 |
|