HWM
Horizon 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 | $353K | Sell |
9,849
-705
| -7% | -$25.3K | 0.06% | 72 |
|
|
2025
Q1 | $348K | Sell |
10,554
-288
| -3% | -$9.5K | 0.06% | 71 |
|
|
2024
Q4 | $375K | Buy |
10,842
+1,591
| +17% | +$55K | 0.07% | 65 |
|
|
2024
Q3 | $317K | Sell |
9,251
-155
| -2% | -$5.32K | 0.06% | 59 |
|
|
2024
Q2 | $303K | Sell |
9,406
-3,508
| -27% | -$113K | 0.07% | 57 |
|
|
2024
Q1 | $413K | Buy |
12,914
+2,629
| +26% | +$84K | 0.11% | 45 |
|
|
2023
Q4 | $301K | Buy |
10,285
+19
| +0.2% | +$555 | 0.08% | 56 |
|
|
2023
Q3 | $269K | Sell |
10,266
-117
| -1% | -$3.07K | 0.11% | 57 |
|
|
2023
Q2 | $282K | Buy |
10,383
+18
| +0.2% | +$489 | 0.11% | 58 |
|
|
2023
Q1 | $264K | Buy |
10,365
+12
| +0.1% | +$306 | 0.2% | 54 |
|
|
2022
Q4 | $251K | Buy |
10,353
+27
| +0.3% | +$656 | 0.2% | 55 |
|
|
2022
Q3 | $230K | Buy |
10,326
+20
| +0.2% | +$445 | 0.17% | 55 |
|
|
2022
Q2 | $240K | Buy |
+10,306
| New | +$240K | 0.1% | 90 |
|