PWMG
Private Wealth Management Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
420,275
+97,586
| +30% | +$4.13M | 5.91% | 4 |
|
|
2025
Q1 | $12.4M | Buy |
322,689
+133,298
| +70% | +$5.12M | 4.58% | 7 |
|
|
2024
Q4 | $7.67M | Buy |
189,391
+78,989
| +72% | +$3.2M | 2.94% | 13 |
|
|
2024
Q3 | $4.38M | Buy |
110,402
+61,531
| +126% | +$2.44M | 1.73% | 15 |
|
|
2024
Q2 | $1.83M | Buy |
+48,871
| New | +$1.83M | 0.79% | 21 |
|