IWM
Iams 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 | $346K | Hold |
9,646
| – | – | 0.16% | 135 |
|
|
2025
Q1 | $318K | Hold |
9,646
| – | – | 0.15% | 132 |
|
|
2024
Q4 | $334K | Hold |
9,646
| – | – | 0.15% | 129 |
|
|
2024
Q3 | $331K | Hold |
9,646
| – | – | 0.16% | 119 |
|
|
2024
Q2 | $311K | Hold |
9,646
| – | – | 0.17% | 115 |
|
|
2024
Q1 | $295K | Hold |
9,646
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $282K | Buy |
+9,646
| New | +$282K | 0.18% | 98 |
|