GWWM
Great Waters 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 | $11M | Sell |
307,505
-21,728
| -7% | -$779K | 1.43% | 11 |
|
|
2025
Q1 | $10.9M | Sell |
329,233
-16,609
| -5% | -$548K | 1.51% | 11 |
|
|
2024
Q4 | $12M | Sell |
345,842
-3,715
| -1% | -$129K | 1.54% | 11 |
|
|
2024
Q3 | $12M | Sell |
349,557
-14,930
| -4% | -$512K | 1.62% | 12 |
|
|
2024
Q2 | $11.8M | Sell |
364,487
-3,198
| -0.9% | -$103K | 1.79% | 12 |
|
|
2024
Q1 | $11.7M | Sell |
367,685
-15,781
| -4% | -$504K | 1.92% | 11 |
|
|
2023
Q4 | $11M | Sell |
383,466
-26,664
| -7% | -$765K | 1.95% | 11 |
|
|
2023
Q3 | $10.7M | Sell |
410,130
-18,068
| -4% | -$471K | 2.12% | 11 |
|
|
2023
Q2 | $11.6M | Sell |
428,198
-10,351
| -2% | -$281K | 2.31% | 11 |
|
|
2023
Q1 | $11.2M | Sell |
438,549
-5,495
| -1% | -$140K | 2.37% | 11 |
|
|
2022
Q4 | $11.3M | Buy |
+444,044
| New | +$11.3M | 2.44% | 11 |
|