MGWA
Monument Group 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 | $70.8M | Buy |
1,975,570
+12,948
| +0.7% | +$464K | 44.58% | 1 |
|
|
2025
Q1 | $64.7M | Buy |
1,962,622
+96,462
| +5% | +$3.18M | 44.88% | 1 |
|
|
2024
Q4 | $64.6M | Sell |
1,866,160
-395,446
| -17% | -$13.7M | 45.7% | 1 |
|
|
2024
Q3 | $77.6M | Buy |
2,261,606
+164,629
| +8% | +$5.65M | 46.61% | 1 |
|
|
2024
Q2 | $67.6M | Buy |
2,096,977
+404,248
| +24% | +$13M | 45.47% | 1 |
|
|
2024
Q1 | $54.1M | Buy |
1,692,729
+193,583
| +13% | +$6.18M | 40.08% | 1 |
|
|
2023
Q4 | $43.8M | Buy |
+1,499,146
| New | +$43.8M | 37.37% | 1 |
|