IWS
Integrity Wealth Solutions’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 | $5.39M | Buy |
150,469
+446
| +0.3% | +$16K | 2.63% | 9 |
|
2025
Q1 | $4.95M | Buy |
150,023
+1,693
| +1% | +$55.9K | 2.68% | 8 |
|
2024
Q4 | $5.13M | Buy |
148,330
+55
| +0% | +$1.9K | 2.87% | 9 |
|
2024
Q3 | $5.08M | Buy |
148,275
+6
| +0% | +$206 | 2.97% | 7 |
|
2024
Q2 | $4.78M | Buy |
148,269
+82,375
| +125% | +$2.66M | 3.11% | 6 |
|
2024
Q1 | $2.11M | Buy |
65,894
+128
| +0.2% | +$4.09K | 1.37% | 27 |
|
2023
Q4 | $1.92M | Buy |
+65,766
| New | +$1.92M | 1.33% | 27 |
|