MWM
Marietta 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 | $2.59M | Hold |
72,158
| – | – | 0.34% | 79 |
|
|
2025
Q1 | $2.38M | Hold |
72,158
| – | – | 0.35% | 79 |
|
|
2024
Q4 | $2.5M | Hold |
72,158
| – | – | 0.36% | 74 |
|
|
2024
Q3 | $2.47M | Hold |
72,158
| – | – | 0.36% | 78 |
|
|
2024
Q2 | $2.33M | Hold |
72,158
| – | – | 0.36% | 78 |
|
|
2024
Q1 | $2.31M | Buy |
72,158
+853
| +1% | +$27.3K | 0.38% | 80 |
|
|
2023
Q4 | $2.08M | Hold |
71,305
| – | – | 0.37% | 80 |
|
|
2023
Q3 | $1.87M | Hold |
71,305
| – | – | 0.37% | 81 |
|
|
2023
Q2 | $1.94M | Hold |
71,305
| – | – | 0.36% | 83 |
|
|
2023
Q1 | $1.82M | Hold |
71,305
| – | – | 0.39% | 81 |
|
|
2022
Q4 | $1.73M | Hold |
71,305
| – | – | 0.39% | 82 |
|
|
2022
Q3 | $1.59M | Hold |
71,305
| – | – | 0.4% | 79 |
|
|
2022
Q2 | $1.66M | Hold |
71,305
| – | – | 0.4% | 78 |
|
|
2022
Q1 | $1.97M | Sell |
71,305
-325
| -0.5% | -$8.97K | 0.41% | 80 |
|
|
2021
Q4 | $2.08M | Buy |
71,630
+292
| +0.4% | +$8.46K | 0.42% | 80 |
|
|
2021
Q3 | $1.9M | Buy |
71,338
+198
| +0.3% | +$5.26K | 0.41% | 81 |
|
|
2021
Q2 | $1.92M | Buy |
+71,140
| New | +$1.92M | 0.43% | 81 |
|