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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.87M Sell
2025
Q2
$4.79M Sell
2025
Q1
$4.67M Sell
2024
Q4
$5.15M Buy