O3W
Omni 360 Wealth’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 | $1.11M | Hold |
31,103
| – | – | 0.55% | 37 |
|
|
2025
Q1 | $1.03M | Hold |
31,103
| – | – | 0.6% | 33 |
|
|
2024
Q4 | $1.08M | Sell |
31,103
-1,368
| -4% | -$47.3K | 0.67% | 36 |
|
|
2024
Q3 | $1.11M | Hold |
32,471
| – | – | 0.73% | 39 |
|
|
2024
Q2 | $1.05M | Hold |
32,471
| – | – | 0.78% | 34 |
|
|
2024
Q1 | $1.04M | Hold |
32,471
| – | – | 0.84% | 31 |
|
|
2023
Q4 | $949K | Buy |
+32,471
| New | +$949K | 0.88% | 30 |
|