SWMG
Sard Wealth Management Group’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 | $734K | Buy |
20,469
+61
| +0.3% | +$2.19K | 0.45% | 22 |
|
|
2025
Q1 | $673K | Buy |
20,408
+50
| +0.2% | +$1.65K | 0.45% | 22 |
|
|
2024
Q4 | $704K | Buy |
20,358
+59
| +0.3% | +$2.04K | 0.47% | 21 |
|
|
2024
Q3 | $696K | Buy |
20,299
+56
| +0.3% | +$1.92K | 0.46% | 20 |
|
|
2024
Q2 | $653K | Sell |
20,243
-3,232
| -14% | -$104K | 0.46% | 20 |
|
|
2024
Q1 | $750K | Sell |
23,475
-4,687
| -17% | -$150K | 0.68% | 21 |
|
|
2023
Q4 | $823K | Buy |
+28,162
| New | +$823K | 0.83% | 19 |
|