JP Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.2M	Sell	843,018 -13,151	-2%	-$471K	22.6%	1
2025 Q1	$28.2M	Buy	856,169 +17,277	+2%	+$570K	22.76%	1
2024 Q4	$29M	Buy	+838,892	New	+$29M	21.31%	1