Institute for 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 | $856K | Sell |
23,871
-2,933
| -11% | -$105K | 0.1% | 222 |
|
|
2025
Q1 | $884K | Buy |
26,804
+15
| +0.1% | +$495 | 0.11% | 201 |
|
|
2024
Q4 | $927K | Buy |
26,789
+16
| +0.1% | +$553 | 0.12% | 190 |
|
|
2024
Q3 | $918K | Buy |
26,773
+16
| +0.1% | +$549 | 0.12% | 191 |
|
|
2024
Q2 | $863K | Hold |
26,757
| – | – | 0.12% | 188 |
|
|
2024
Q1 | $855K | Buy |
+26,757
| New | +$855K | 0.11% | 189 |
|
|
2022
Q2 | – | Sell |
-7,348
| Closed | -$203K | – | 534 |
|
|
2022
Q1 | $203K | Sell |
7,348
-65
| -0.9% | -$1.8K | 0.03% | 507 |
|
|
2021
Q4 | $215K | Buy |
+7,413
| New | +$215K | 0.04% | 458 |
|
|
2021
Q3 | – | Sell |
-7,413
| Closed | -$200K | – | 480 |
|
|
2021
Q2 | $200K | Buy |
+7,413
| New | +$200K | 0.04% | 467 |
|