RLWM
RF&L 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 | $10.3M | Buy |
287,575
+1,782
| +0.6% | +$63.9K | 6.64% | 2 |
|
|
2025
Q1 | $9.43M | Sell |
285,793
-1,715
| -0.6% | -$56.6K | 6.74% | 2 |
|
|
2024
Q4 | $9.94M | Sell |
287,508
-3,490
| -1% | -$121K | 7.03% | 2 |
|
|
2024
Q3 | $9.98M | Sell |
290,998
-1,148
| -0.4% | -$39.4K | 7.06% | 2 |
|
|
2024
Q2 | $9.42M | Sell |
292,146
-870
| -0.3% | -$28K | 7.17% | 2 |
|
|
2024
Q1 | $9.36M | Sell |
293,016
-2,199
| -0.7% | -$70.3K | 7.21% | 2 |
|
|
2023
Q4 | $8.63M | Buy |
295,215
+2,826
| +1% | +$82.6K | 7.17% | 3 |
|
|
2023
Q3 | $7.66M | Buy |
292,389
+4,511
| +2% | +$118K | 7.11% | 3 |
|
|
2023
Q2 | $7.82M | Buy |
287,878
+2,825
| +1% | +$76.7K | 7.13% | 3 |
|
|
2023
Q1 | $7.26M | Buy |
285,053
+2,027
| +0.7% | +$51.6K | 7.04% | 3 |
|
|
2022
Q4 | $6.87M | Buy |
+283,026
| New | +$6.87M | 7.08% | 3 |
|