LWM
Lakeridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
76,847
-38,778
| -34% | -$1.39M | 1.27% | 20 |
|
|
2025
Q1 | $3.81M | Buy |
115,625
+5,066
| +5% | +$167K | 1.91% | 14 |
|
|
2024
Q4 | $3.82M | Buy |
110,559
+14,106
| +15% | +$488K | 1.98% | 13 |
|
|
2024
Q3 | $3.31M | Buy |
96,453
+8,777
| +10% | +$301K | 1.82% | 12 |
|
|
2024
Q2 | $2.83M | Buy |
87,676
+8,580
| +11% | +$277K | 1.7% | 14 |
|
|
2024
Q1 | $2.53M | Buy |
79,096
+11,967
| +18% | +$382K | 1.64% | 15 |
|
|
2023
Q4 | $1.96M | Buy |
+67,129
| New | +$1.96M | 1.42% | 16 |
|