HWM
Hemington 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 | $15M | Sell |
418,748
-24,949
| -6% | -$894K | 2.17% | 13 |
|
|
2025
Q1 | $14.6M | Sell |
443,697
-13,340
| -3% | -$440K | 2.27% | 13 |
|
|
2024
Q4 | $15.8M | Sell |
457,037
-7,159
| -2% | -$248K | 3.98% | 7 |
|
|
2024
Q3 | $15.8M | Sell |
464,196
-11,286
| -2% | -$384K | 4.25% | 7 |
|
|
2024
Q2 | $15.3M | Sell |
475,482
-26,246
| -5% | -$846K | 5.17% | 6 |
|
|
2024
Q1 | $16M | Sell |
501,728
-69,310
| -12% | -$2.21M | 5.81% | 6 |
|
|
2023
Q4 | $16.7M | Sell |
571,038
-14,628
| -2% | -$428K | 6.44% | 6 |
|
|
2023
Q3 | $15.3M | Sell |
585,666
-177,643
| -23% | -$4.65M | 7.29% | 5 |
|
|
2023
Q2 | $20.7M | Sell |
763,309
-124,723
| -14% | -$3.39M | 8.4% | 4 |
|
|
2023
Q1 | $22.6M | Sell |
888,032
-3,544
| -0.4% | -$90.3K | 9.13% | 4 |
|
|
2022
Q4 | $21.6M | Sell |
891,576
-188,358
| -17% | -$4.57M | 9.29% | 3 |
|
|
2022
Q3 | $24M | Sell |
1,079,934
-46,363
| -4% | -$1.03M | 10.48% | 2 |
|
|
2022
Q2 | $26.2M | Buy |
1,126,297
+173,362
| +18% | +$4.04M | 10.41% | 2 |
|
|
2022
Q1 | $26.3M | Buy |
+952,935
| New | +$26.3M | 8.83% | 4 |
|
|
2021
Q4 | – | Sell |
-905,194
| Closed | -$24.1M | – | 86 |
|
|
2021
Q3 | $24.1M | Buy |
+905,194
| New | +$24.1M | 8.86% | 3 |
|