KSWA
Kathleen S. Wright Associates’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 | $356K | Buy |
9,945
+3,610
| +57% | +$129K | 0.14% | 88 |
|
|
2025
Q1 | $209K | Hold |
6,335
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $219K | Buy |
6,335
+2,883
| +84% | +$99.7K | 0.09% | 109 |
|
|
2024
Q3 | $118K | Hold |
3,452
| – | – | 0.05% | 122 |
|
|
2024
Q2 | $111K | Hold |
3,452
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $110K | Buy |
+3,452
| New | +$110K | 0.05% | 118 |
|