LWAC
Laurel Wealth Advisors (California)’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.42M | Buy |
99,802
+3,077
| +3% | +$74.7K | 0.24% | 98 |
|
|
2022
Q3 | $2.15M | Buy |
96,725
+33,751
| +54% | +$751K | 0.23% | 100 |
|
|
2022
Q2 | $1.47M | Buy |
62,974
+12,400
| +25% | +$289K | 0.15% | 151 |
|
|
2022
Q1 | $1.4M | Buy |
50,574
+6,321
| +14% | +$174K | 0.12% | 191 |
|
|
2021
Q4 | $1.28M | Buy |
44,253
+11,991
| +37% | +$347K | 0.1% | 212 |
|
|
2021
Q3 | $857K | Buy |
32,262
+17,864
| +124% | +$475K | 0.16% | 158 |
|
|
2021
Q2 | $388K | Buy |
+14,398
| New | +$388K | 0.05% | 335 |
|