HWM
HFG 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 | $2.21M | Sell |
67,138
-1,276
| -2% | -$42.1K | 1.35% | 21 |
|
|
2025
Q1 | $2.37M | Sell |
68,414
-2,796
| -4% | -$96.7K | 1.43% | 21 |
|
|
2024
Q4 | $2.44M | Sell |
71,210
-3,167
| -4% | -$109K | 1.58% | 20 |
|
|
2024
Q3 | $2.4M | Hold |
74,377
| – | – | 1.53% | 20 |
|
|
2024
Q2 | $2.4M | Sell |
74,377
-14,936
| -17% | -$482K | 1.53% | 20 |
|
|
2024
Q1 | $2.85M | Sell |
89,313
-106,727
| -54% | -$3.41M | 1.68% | 17 |
|
|
2023
Q4 | $5.73M | Buy |
+196,040
| New | +$5.73M | 1.41% | 18 |
|
|
2023
Q1 | $11.9M | Buy |
+465,306
| New | +$11.9M | 2.46% | 11 |
|