M Wealth Management LLC’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.79M	Sell	133,617 -7,957	-6%	-$285K	4.42%	7
2025 Q1	$4.67M	Sell	141,574 -7,240	-5%	-$239K	4.35%	7
2024 Q4	$5.15M	Buy	+148,814	New	+$5.15M	4.7%	6