MAWCM
Mine & Arao Wealth Creation & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,854
| Closed | -$123K | – | 145 |
|
|
2024
Q1 | $123K | Hold |
3,854
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $113K | Hold |
3,854
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $101K | Hold |
3,854
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $105K | Hold |
3,854
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $98.2K | Hold |
3,854
| – | – | 0.06% | 99 |
|
|
2022
Q4 | $93.6K | Hold |
3,854
| – | – | 0.07% | 102 |
|
|
2022
Q3 | $86K | Hold |
3,854
| – | – | 0.06% | 105 |
|
|
2022
Q2 | $90K | Buy |
3,854
+14
| +0.4% | +$327 | 0.06% | 108 |
|
|
2022
Q1 | $106K | Hold |
3,840
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $111K | Hold |
3,840
| – | – | 0.06% | 104 |
|
|
2021
Q3 | $102K | Hold |
3,840
| – | – | 0.06% | 101 |
|
|
2021
Q2 | $104K | Buy |
+3,840
| New | +$104K | 0.06% | 103 |
|