HWP
Hibernia Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,200
| Closed | -$247K | – | 71 |
|
|
2024
Q3 | $247K | Buy |
+7,200
| New | +$247K | 0.07% | 105 |
|
|
2024
Q2 | – | Sell |
-7,147
| Closed | -$228K | – | 94 |
|
|
2024
Q1 | $228K | Buy |
7,147
+11
| +0.2% | +$351 | 0.15% | 77 |
|
|
2023
Q4 | $209K | Buy |
+7,136
| New | +$209K | 0.16% | 65 |
|