HWM
HB 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 | $66.3M | Buy |
1,850,414
+931,179
| +101% | +$33.4M | 0.53% | 26 |
|
|
2025
Q1 | $30.3M | Buy |
919,235
+892,914
| +3,392% | +$29.5M | 0.25% | 54 |
|
|
2024
Q4 | $910K | Hold |
26,321
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $903K | Buy |
26,321
+9,373
| +55% | +$321K | 0.01% | 414 |
|
|
2024
Q2 | $546K | Sell |
16,948
-1,750
| -9% | -$56.4K | 0.01% | 513 |
|
|
2024
Q1 | $597K | Buy |
18,698
+7,323
| +64% | +$234K | 0.01% | 446 |
|
|
2023
Q4 | $332K | Hold |
11,375
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $298K | Hold |
11,375
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $309K | Buy |
+11,375
| New | +$309K | ﹤0.01% | 535 |
|