LWM
Lodestone 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 | $240K | Hold |
6,705
| – | – | 0.12% | 151 |
|
|
2025
Q1 | $221K | Sell |
6,705
-23,732
| -78% | -$783K | 0.12% | 147 |
|
|
2024
Q4 | $962K | Buy |
+30,437
| New | +$962K | 0.48% | 59 |
|
|
2023
Q3 | – | Sell |
-20,858
| Closed | -$1M | – | 130 |
|
|
2023
Q2 | $1M | Buy |
+20,858
| New | +$1M | 0.69% | 50 |
|