MWA
Mills Wealth Advisors’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 | $32.8M | Buy |
915,763
+149,528
| +20% | +$5.36M | 15.05% | 1 |
|
|
2025
Q1 | $25.3M | Buy |
766,235
+57,453
| +8% | +$1.9M | 13.43% | 1 |
|
|
2024
Q4 | $24.5M | Buy |
708,782
+28,840
| +4% | +$998K | 13.95% | 1 |
|
|
2024
Q3 | $23.3M | Buy |
679,942
+45,200
| +7% | +$1.55M | 16.05% | 1 |
|
|
2024
Q2 | $20.5M | Buy |
634,742
+31,141
| +5% | +$1M | 14.62% | 1 |
|
|
2024
Q1 | $19.3M | Buy |
603,601
+2,970
| +0.5% | +$94.9K | 14.15% | 2 |
|
|
2023
Q4 | $17.6M | Buy |
600,631
+8,005
| +1% | +$234K | 13.38% | 2 |
|
|
2023
Q3 | $15.5M | Buy |
592,626
+3,023
| +0.5% | +$79.2K | 12.43% | 3 |
|
|
2023
Q2 | $16M | Buy |
589,603
+23,685
| +4% | +$643K | 12.17% | 3 |
|
|
2023
Q1 | $14.4M | Buy |
565,918
+154,764
| +38% | +$3.94M | 11.61% | 3 |
|
|
2022
Q4 | $9.98M | Buy |
+411,154
| New | +$9.98M | 9.02% | 3 |
|