RWM
Ruedi 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 | $77.1M | Buy |
2,151,141
+21,925
| +1% | +$786K | 22.87% | 1 |
|
|
2025
Q1 | $70.2M | Sell |
2,129,216
-12,978
| -0.6% | -$428K | 21.98% | 1 |
|
|
2024
Q4 | $74.1M | Sell |
2,142,194
-11,976
| -0.6% | -$414K | 23.39% | 1 |
|
|
2024
Q3 | $73.9M | Sell |
2,154,170
-66,628
| -3% | -$2.28M | 25.36% | 1 |
|
|
2024
Q2 | $71.6M | Sell |
2,220,798
-60,986
| -3% | -$1.97M | 28.19% | 1 |
|
|
2024
Q1 | $72.9M | Buy |
2,281,784
+53,348
| +2% | +$1.7M | 30.67% | 1 |
|
|
2023
Q4 | $65.1M | Buy |
2,228,436
+130,488
| +6% | +$3.81M | 30.73% | 1 |
|
|
2023
Q3 | $55M | Buy |
2,097,948
+49,820
| +2% | +$1.31M | 31.5% | 1 |
|
|
2023
Q2 | $55.6M | Buy |
2,048,128
+87,940
| +4% | +$2.39M | 32.69% | 1 |
|
|
2023
Q1 | $49.9M | Buy |
1,960,188
+161,453
| +9% | +$4.11M | 32.09% | 1 |
|
|
2022
Q4 | $44.9M | Buy |
+1,798,735
| New | +$44.9M | 31.66% | 1 |
|