Global Wealth Management Investment Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,646
| Closed | -$253K | – | 477 |
|
|
2023
Q3 | $253K | Hold |
9,646
| – | – | 0.07% | 129 |
|
|
2023
Q2 | $262K | Hold |
9,646
| – | – | 0.07% | 128 |
|
|
2023
Q1 | $246K | Hold |
9,646
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $234K | Hold |
9,646
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $215K | Hold |
9,646
| – | – | 0.08% | 129 |
|
|
2022
Q2 | $225K | Hold |
9,646
| – | – | 0.08% | 131 |
|
|
2022
Q1 | $266K | Hold |
9,646
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $279K | Hold |
9,646
| – | – | 0.08% | 131 |
|
|
2021
Q3 | $256K | Hold |
9,646
| – | – | 0.08% | 123 |
|
|
2021
Q2 | $260K | Buy |
+9,646
| New | +$260K | 0.09% | 117 |
|