FWM
Fortress 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 | $1.24M | Sell |
34,729
-2
| -0% | -$72 | 0.6% | 33 |
|
|
2025
Q1 | $1.15M | Buy |
34,731
+3,403
| +11% | +$112K | 0.59% | 31 |
|
|
2024
Q4 | $1.08M | Buy |
31,328
+10,183
| +48% | +$352K | 0.53% | 36 |
|
|
2024
Q3 | $725K | Buy |
21,145
+81
| +0.4% | +$2.78K | 0.36% | 43 |
|
|
2024
Q2 | $679K | Buy |
21,064
+22
| +0.1% | +$709 | 0.35% | 42 |
|
|
2024
Q1 | $672K | Sell |
21,042
-1,298
| -6% | -$41.5K | 0.35% | 43 |
|
|
2023
Q4 | $653K | Buy |
22,340
+3,683
| +20% | +$108K | 0.36% | 43 |
|
|
2023
Q3 | $489K | Buy |
18,657
+30
| +0.2% | +$786 | 0.32% | 44 |
|
|
2023
Q2 | $506K | Buy |
18,627
+3,981
| +27% | +$108K | 0.33% | 44 |
|
|
2023
Q1 | $373K | Buy |
14,646
+6
| +0% | +$153 | 0.26% | 48 |
|
|
2022
Q4 | $355K | Buy |
14,640
+11
| +0.1% | +$267 | 0.3% | 46 |
|
|
2022
Q3 | $325K | Buy |
14,629
+8
| +0.1% | +$178 | 0.33% | 41 |
|
|
2022
Q2 | $341K | Sell |
14,621
-3,280
| -18% | -$76.5K | 0.32% | 42 |
|
|
2022
Q1 | $494K | Buy |
17,901
+4
| +0% | +$110 | 0.38% | 36 |
|
|
2021
Q4 | $518K | Buy |
+17,897
| New | +$518K | 0.39% | 33 |
|