KSWWM
Keyes Stange & Wooten Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Sell |
322,413
-4,542
| -1% | -$304K | 11.19% | 3 |
|
|
2025
Q1 | $20.1M | Buy |
326,955
+47,861
| +17% | +$2.94M | 11.4% | 3 |
|
|
2024
Q4 | $17.9M | Buy |
279,094
+9,677
| +4% | +$621K | 10.55% | 3 |
|
|
2024
Q3 | $17.1M | Buy |
269,417
+11,005
| +4% | +$697K | 10.13% | 3 |
|
|
2024
Q2 | $15.4M | Buy |
258,412
+219,352
| +562% | +$13.1M | 10.7% | 2 |
|
|
2024
Q1 | $2.29M | Buy |
39,060
+35,299
| +939% | +$2.07M | 2.02% | 8 |
|
|
2023
Q4 | $201K | Buy |
+3,761
| New | +$201K | 0.21% | 56 |
|