KWS
Keystone Wealth Services’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 | $455K | Hold |
12,697
| – | – | 0.11% | 182 |
|
|
2025
Q1 | $419K | Hold |
12,697
| – | – | 0.11% | 169 |
|
|
2024
Q4 | $439K | Hold |
12,697
| – | – | 0.12% | 160 |
|
|
2024
Q3 | $435K | Hold |
12,697
| – | – | 0.12% | 158 |
|
|
2024
Q2 | $409K | Hold |
12,697
| – | – | 0.13% | 146 |
|
|
2024
Q1 | $406K | Hold |
12,697
| – | – | 0.13% | 144 |
|
|
2023
Q4 | $371K | Hold |
12,697
| – | – | 0.13% | 146 |
|
|
2023
Q3 | $333K | Hold |
12,697
| – | – | 0.13% | 153 |
|
|
2023
Q2 | $345K | Hold |
12,697
| – | – | 0.13% | 144 |
|
|
2023
Q1 | $324K | Hold |
12,697
| – | – | 0.13% | 145 |
|
|
2022
Q4 | $308K | Hold |
12,697
| – | – | 0.13% | 139 |
|
|
2022
Q3 | $282K | Hold |
12,697
| – | – | 0.13% | 123 |
|
|
2022
Q2 | $296K | Hold |
12,697
| – | – | 0.13% | 123 |
|
|
2022
Q1 | $350K | Hold |
12,697
| – | – | 0.14% | 121 |
|
|
2021
Q4 | $368K | Buy |
+12,697
| New | +$368K | 0.15% | 114 |
|