MSWM
McGlone Suttner 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 | $131M | Buy |
3,664,626
+79,622
| +2% | +$2.85M | 19.83% | 1 |
|
|
2025
Q1 | $118M | Buy |
3,585,004
+27,900
| +0.8% | +$920K | 19.41% | 1 |
|
|
2024
Q4 | $123M | Buy |
3,557,104
+788,869
| +28% | +$27.3M | 20.54% | 1 |
|
|
2024
Q3 | $94.9M | Sell |
2,768,235
-1,832,027
| -40% | -$62.8M | 19.74% | 1 |
|
|
2024
Q2 | $134M | Buy |
4,600,262
+1,112,406
| +32% | +$32.5M | 27.63% | 1 |
|
|
2024
Q1 | $111M | Sell |
3,487,856
-1,112,406
| -24% | -$35.5M | 20.9% | 1 |
|
|
2023
Q4 | $134M | Buy |
4,600,262
+30,208
| +0.7% | +$883K | 26.58% | 1 |
|
|
2023
Q3 | $120M | Buy |
4,570,054
+180,023
| +4% | +$4.72M | 27.75% | 1 |
|
|
2023
Q2 | $119M | Buy |
4,390,031
+355,946
| +9% | +$9.66M | 27.21% | 1 |
|
|
2023
Q1 | $103M | Buy |
4,034,085
+981,353
| +32% | +$25M | 26.42% | 1 |
|
|
2022
Q4 | $74.1M | Buy |
+3,052,732
| New | +$74.1M | 23.52% | 1 |
|