OWP
Obermeyer Wealth Partners’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 | $1.03M | Hold |
28,757
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $949K | Hold |
28,757
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $995K | Sell |
28,757
-19,851
| -41% | -$687K | 0.05% | 100 |
|
|
2024
Q3 | $1.67M | Buy |
48,608
+20,193
| +71% | +$692K | 0.09% | 80 |
|
|
2024
Q2 | $916K | Buy |
+28,415
| New | +$916K | 0.05% | 104 |
|