MSWM
Mowery & Schoenfeld 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 | $3.63M | Buy |
101,145
+2,778
| +3% | +$99.6K | 5.5% | 3 |
|
|
2025
Q1 | $3.25M | Buy |
98,367
+158
| +0.2% | +$5.21K | 6.36% | 4 |
|
|
2024
Q4 | $3.4M | Sell |
98,209
-117,777
| -55% | -$4.07M | 6.61% | 4 |
|
|
2024
Q3 | $7.41M | Sell |
215,986
-4,849
| -2% | -$166K | 11.7% | 3 |
|
|
2024
Q2 | $7.12M | Buy |
220,835
+66,940
| +43% | +$2.16M | 10.22% | 3 |
|
|
2024
Q1 | $4.92M | Buy |
153,895
+2,366
| +2% | +$75.6K | 9.48% | 3 |
|
|
2023
Q4 | $4.43M | Buy |
+151,529
| New | +$4.43M | 8.95% | 4 |
|