PWM
PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $334K | Buy |
13,272
+49
| +0.4% | +$1.23K | 0.13% | 68 |
|
|
2023
Q2 | $366K | Buy |
13,223
+846
| +7% | +$23.4K | 0.13% | 45 |
|
|
2023
Q1 | $317K | Sell |
12,377
-5,431
| -30% | -$139K | 0.12% | 76 |
|
|
2022
Q4 | $528K | Buy |
17,808
+4,928
| +38% | +$146K | 0.23% | 29 |
|
|
2022
Q3 | $286K | Buy |
12,880
+49
| +0.4% | +$1.09K | 0.14% | 65 |
|
|
2022
Q2 | $299K | Sell |
12,831
-1,052
| -8% | -$24.5K | 0.18% | 63 |
|
|
2022
Q1 | $383K | Buy |
13,883
+31
| +0.2% | +$855 | 0.17% | 69 |
|
|
2021
Q4 | $401K | Buy |
13,852
+56
| +0.4% | +$1.62K | 0.19% | 63 |
|
|
2021
Q3 | $367K | Buy |
+13,796
| New | +$367K | 0.18% | 62 |
|