MWM
Meridian 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 | $3.97M | Sell |
110,885
-175
| -0.2% | -$6.27K | 0.17% | 127 |
|
|
2025
Q1 | $3.66M | Sell |
111,060
-2,181
| -2% | -$72K | 0.18% | 128 |
|
|
2024
Q4 | $3.92M | Sell |
113,241
-28,109
| -20% | -$972K | 0.19% | 120 |
|
|
2024
Q3 | $4.85M | Sell |
141,350
-523
| -0.4% | -$17.9K | 0.24% | 90 |
|
|
2024
Q2 | $4.57M | Buy |
+141,873
| New | +$4.57M | 0.55% | 43 |
|
|
2024
Q1 | – | Sell |
-182,641
| Closed | -$5.33M | – | 265 |
|
|
2023
Q4 | $5.33M | Buy |
182,641
+5,768
| +3% | +$168K | 0.34% | 66 |
|
|
2023
Q3 | $4.64M | Sell |
176,873
-1,027
| -0.6% | -$26.9K | 0.28% | 72 |
|
|
2023
Q2 | $4.83M | Buy |
177,900
+6,045
| +4% | +$164K | 0.41% | 45 |
|
|
2023
Q1 | $4.38M | Sell |
171,855
-300
| -0.2% | -$7.64K | 0.38% | 58 |
|
|
2022
Q4 | $4.18M | Hold |
172,155
| – | – | 0.41% | 54 |
|
|
2022
Q3 | $3.83M | Sell |
172,155
-799
| -0.5% | -$17.8K | 0.41% | 48 |
|
|
2022
Q2 | $4.03M | Buy |
+172,954
| New | +$4.03M | 0.33% | 76 |
|