HGWM
Horst & Graben 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 | $262K | Sell |
7,310
-4
| -0.1% | -$143 | 0.04% | 142 |
|
|
2025
Q1 | $241K | Buy |
7,314
+10
| +0.1% | +$330 | 0.04% | 143 |
|
|
2024
Q4 | $253K | Buy |
7,304
+12
| +0.2% | +$415 | 0.05% | 134 |
|
|
2024
Q3 | $250K | Buy |
7,292
+12
| +0.2% | +$411 | 0.04% | 128 |
|
|
2024
Q2 | $235K | Buy |
7,280
+12
| +0.2% | +$387 | 0.04% | 133 |
|
|
2024
Q1 | $232K | Buy |
7,268
+9
| +0.1% | +$288 | 0.05% | 131 |
|
|
2023
Q4 | $212K | Buy |
+7,259
| New | +$212K | 0.05% | 130 |
|
|
2023
Q3 | – | Sell |
-7,436
| Closed | -$202K | – | 137 |
|
|
2023
Q2 | $202K | Buy |
+7,436
| New | +$202K | 0.05% | 127 |
|
|
2022
Q2 | – | Sell |
-7,299
| Closed | -$201K | – | 134 |
|
|
2022
Q1 | $201K | Sell |
7,299
-361
| -5% | -$9.94K | 0.05% | 132 |
|
|
2021
Q4 | $222K | Buy |
7,660
+31
| +0.4% | +$898 | 0.06% | 128 |
|
|
2021
Q3 | $203K | Buy |
7,629
+9
| +0.1% | +$239 | 0.06% | 128 |
|
|
2021
Q2 | $206K | Buy |
+7,620
| New | +$206K | 0.06% | 131 |
|