GSWM
Golden State 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 | $453K | Sell |
12,649
-10,755
| -46% | -$385K | 0.06% | 249 |
|
|
2025
Q1 | $772K | Buy |
23,404
+4,815
| +26% | +$159K | 0.11% | 152 |
|
|
2024
Q4 | $643K | Buy |
+18,589
| New | +$643K | 0.1% | 168 |
|
|
2022
Q1 | – | Sell |
-34,669
| Closed | -$1M | – | 318 |
|
|
2021
Q4 | $1M | Buy |
34,669
+4,492
| +15% | +$130K | 0.17% | 128 |
|
|
2021
Q3 | $802K | Hold |
30,177
| – | – | 0.17% | 113 |
|
|
2021
Q2 | $814K | Buy |
+30,177
| New | +$814K | 0.18% | 112 |
|