PWMG
Private Wealth Management Group’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 | $33.2M | Buy |
925,272
+1,299
| +0.1% | +$46.6K | 11.02% | 1 |
|
|
2025
Q1 | $30.5M | Buy |
923,973
+4,908
| +0.5% | +$162K | 11.25% | 1 |
|
|
2024
Q4 | $31.8M | Buy |
919,065
+5,476
| +0.6% | +$189K | 12.17% | 1 |
|
|
2024
Q3 | $31.3M | Buy |
913,589
+10,667
| +1% | +$366K | 12.37% | 1 |
|
|
2024
Q2 | $29.1M | Buy |
902,922
+8,426
| +0.9% | +$272K | 12.61% | 1 |
|
|
2024
Q1 | $28.6M | Buy |
894,496
+113,340
| +15% | +$3.62M | 12.95% | 1 |
|
|
2023
Q4 | $22.8M | Buy |
+781,156
| New | +$22.8M | 11.22% | 1 |
|