FWA
FSM 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 | $1.13M | Buy |
31,121
+796
| +3% | +$28.8K | 0.18% | 83 |
|
|
2025
Q1 | $1M | Buy |
30,325
+11
| +0% | +$363 | 0.22% | 62 |
|
|
2024
Q4 | $1.07M | Buy |
30,314
+12
| +0% | +$423 | 0.26% | 54 |
|
|
2024
Q3 | $1.04M | Buy |
30,302
+13
| +0% | +$446 | 0.28% | 54 |
|
|
2024
Q2 | $977K | Buy |
30,289
+13
| +0% | +$419 | 0.33% | 53 |
|
|
2024
Q1 | $967K | Buy |
30,276
+9
| +0% | +$288 | 0.34% | 52 |
|
|
2023
Q4 | $885K | Buy |
30,267
+16
| +0.1% | +$468 | 0.38% | 50 |
|
|
2023
Q3 | $793K | Buy |
30,251
+16
| +0.1% | +$419 | 0.4% | 48 |
|
|
2023
Q2 | $825K | Hold |
30,235
| – | – | 0.41% | 51 |
|
|
2023
Q1 | $770K | Hold |
30,235
| – | – | 0.45% | 49 |
|
|
2022
Q4 | $734K | Buy |
30,235
+3,591
| +13% | +$87.2K | 0.52% | 47 |
|
|
2022
Q3 | $593K | Buy |
+26,644
| New | +$593K | 0.49% | 52 |
|