RWM
Revisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Hold |
25,699
| – | – | 0.34% | 62 |
|
|
2025
Q1 | $848K | Buy |
25,699
+18,459
| +255% | +$609K | 0.38% | 54 |
|
|
2024
Q4 | $250K | Sell |
7,240
-14,481
| -67% | -$501K | 0.23% | 93 |
|
|
2024
Q3 | $745K | Hold |
21,721
| – | – | 0.47% | 45 |
|
|
2024
Q2 | $700K | Sell |
21,721
-4,190
| -16% | -$135K | 0.49% | 39 |
|
|
2024
Q1 | $793K | Buy |
25,911
+975
| +4% | +$29.8K | 0.36% | 58 |
|
|
2023
Q4 | $729K | Buy |
24,936
+5,503
| +28% | +$161K | 0.84% | 24 |
|
|
2023
Q3 | $509K | Buy |
19,433
+975
| +5% | +$25.5K | 0.43% | 50 |
|
|
2023
Q2 | $501K | Hold |
18,458
| – | – | 0.45% | 50 |
|
|
2023
Q1 | $470K | Buy |
+18,458
| New | +$470K | 0.43% | 55 |
|