LWM
LJI 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 | $3.03M | Sell |
84,490
-3,065
| -4% | -$110K | 0.53% | 25 |
|
|
2025
Q1 | $2.89M | Sell |
87,555
-1,673
| -2% | -$55.2K | 0.58% | 23 |
|
|
2024
Q4 | $3.09M | Sell |
89,228
-415
| -0.5% | -$14.4K | 0.61% | 21 |
|
|
2024
Q3 | $3.07M | Sell |
89,643
-641
| -0.7% | -$22K | 0.63% | 23 |
|
|
2024
Q2 | $2.91M | Buy |
90,284
+515
| +0.6% | +$16.6K | 0.64% | 23 |
|
|
2024
Q1 | $2.87M | Buy |
89,769
+938
| +1% | +$30K | 0.74% | 21 |
|
|
2023
Q4 | $2.6M | Buy |
88,831
+5,768
| +7% | +$169K | 0.67% | 24 |
|
|
2023
Q3 | $2.18M | Sell |
83,063
-1,616,652
| -95% | -$42.4M | 0.63% | 26 |
|
|
2023
Q2 | $2.21M | Buy |
1,699,715
+1,618,747
| +1,999% | +$2.11M | 0.64% | 26 |
|
|
2023
Q1 | $2.06M | Sell |
80,968
-131
| -0.2% | -$3.34K | 0.65% | 25 |
|
|
2022
Q4 | $1.97M | Buy |
+81,099
| New | +$1.97M | 0.69% | 25 |
|