MWM
Modern 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 | $451K | Sell |
12,590
-44
| -0.3% | -$1.58K | 0.01% | 491 |
|
|
2025
Q1 | $417K | Buy |
12,634
+891
| +8% | +$29.4K | 0.01% | 455 |
|
|
2024
Q4 | $406K | Buy |
11,743
+104
| +0.9% | +$3.6K | 0.02% | 395 |
|
|
2024
Q3 | $399K | Sell |
11,639
-1,166
| -9% | -$40K | 0.02% | 287 |
|
|
2024
Q2 | $413K | Buy |
+12,805
| New | +$413K | 0.03% | 257 |
|