RWA
Ropes Wealth Advisors’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 | $397K | Hold |
15,162
| – | – | 0.08% | 181 |
|
2023
Q2 | $412K | Hold |
15,162
| – | – | 0.07% | 193 |
|
2023
Q1 | $386K | Hold |
15,162
| – | – | 0.07% | 194 |
|
2022
Q4 | $368K | Hold |
15,162
| – | – | 0.07% | 196 |
|
2022
Q3 | $337K | Hold |
15,162
| – | – | 0.07% | 186 |
|
2022
Q2 | $353K | Hold |
15,162
| – | – | 0.07% | 193 |
|
2022
Q1 | $418K | Hold |
15,162
| – | – | 0.07% | 211 |
|
2021
Q4 | $439K | Hold |
15,162
| – | – | 0.08% | 177 |
|
2021
Q3 | $403K | Sell |
15,162
-258
| -2% | -$6.86K | 0.06% | 194 |
|
2021
Q2 | $416K | Buy |
+15,420
| New | +$416K | 0.07% | 191 |
|