MWM
Melfa 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 | $11.3M | Sell |
315,289
-8,770
| -3% | -$314K | 7.14% | 1 |
|
|
2025
Q1 | $10.7M | Buy |
324,059
+5,120
| +2% | +$169K | 7.22% | 1 |
|
|
2024
Q4 | $11M | Buy |
318,939
+399
| +0.1% | +$13.8K | 7.38% | 1 |
|
|
2024
Q3 | $10.9M | Sell |
318,540
-10,535
| -3% | -$361K | 7.21% | 1 |
|
|
2024
Q2 | $10.6M | Sell |
329,075
-1,302
| -0.4% | -$42K | 7.42% | 1 |
|
|
2024
Q1 | $10.6M | Buy |
330,377
+17,251
| +6% | +$551K | 7.62% | 1 |
|
|
2023
Q4 | $9.15M | Buy |
313,126
+39,582
| +14% | +$1.16M | 8.62% | 1 |
|
|
2023
Q3 | $7.17M | Buy |
273,544
+3,164
| +1% | +$82.9K | 7.79% | 1 |
|
|
2023
Q2 | $7.34M | Sell |
270,380
-38,776
| -13% | -$1.05M | 7.44% | 1 |
|
|
2023
Q1 | $7.88M | Sell |
309,156
-5,701
| -2% | -$145K | 7.87% | 1 |
|
|
2022
Q4 | $7.64M | Buy |
+314,857
| New | +$7.64M | 7.99% | 1 |
|