JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.6K | Buy |
+700
| New | +$22.6K | ﹤0.01% | 539 |
|
|
2023
Q2 | – | Sell |
-89
| Closed | -$2.28K | – | 995 |
|
|
2023
Q1 | $2.28K | Hold |
89
| – | – | ﹤0.01% | 755 |
|
|
2022
Q4 | $2.26K | Hold |
89
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 754 |
|
|
2022
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 769 |
|
|
2022
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 759 |
|
|
2021
Q4 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 774 |
|