GWANC
Guardian Wealth Advisors (North Carolina)’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 | $504K | Buy |
14,051
+673
| +5% | +$24.1K | 0.04% | 196 |
|
|
2025
Q1 | $441K | Buy |
13,378
+31
| +0.2% | +$1.02K | 0.04% | 202 |
|
|
2024
Q4 | $462K | Buy |
13,347
+761
| +6% | +$26.3K | 0.04% | 199 |
|
|
2024
Q3 | $432K | Buy |
12,586
+34
| +0.3% | +$1.17K | 0.05% | 179 |
|
|
2024
Q2 | $405K | Buy |
12,552
+38
| +0.3% | +$1.23K | 0.05% | 178 |
|
|
2024
Q1 | $400K | Buy |
12,514
+26
| +0.2% | +$831 | 0.05% | 184 |
|
|
2023
Q4 | $365K | Buy |
12,488
+43
| +0.3% | +$1.26K | 0.06% | 172 |
|
|
2023
Q3 | $326K | Buy |
12,445
+46
| +0.4% | +$1.21K | 0.06% | 175 |
|
|
2023
Q2 | $337K | Sell |
12,399
-649
| -5% | -$17.6K | 0.06% | 163 |
|
|
2023
Q1 | $332K | Buy |
13,048
+30
| +0.2% | +$764 | 0.06% | 159 |
|
|
2022
Q4 | $316K | Buy |
13,018
+62
| +0.5% | +$1.51K | 0.06% | 147 |
|
|
2022
Q3 | $288K | Buy |
12,956
+48
| +0.4% | +$1.07K | 0.05% | 152 |
|
|
2022
Q2 | $301K | Buy |
+12,908
| New | +$301K | 0.06% | 147 |
|