SWA
Sax Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
34,445
+16,027
| +87% | +$1.07M | 0.14% | 92 |
|
|
2025
Q1 | $1.13M | Buy |
18,418
+6,292
| +52% | +$386K | 0.08% | 128 |
|
|
2024
Q4 | $778K | Buy |
12,126
+608
| +5% | +$39K | 0.06% | 145 |
|
|
2024
Q3 | $730K | Buy |
11,518
+1,224
| +12% | +$77.5K | 0.07% | 118 |
|
|
2024
Q2 | $613K | Buy |
10,294
+1,610
| +19% | +$95.8K | 0.06% | 126 |
|
|
2024
Q1 | $509K | Buy |
8,684
+4,607
| +113% | +$270K | 0.06% | 114 |
|
|
2023
Q4 | $218K | Buy |
+4,077
| New | +$218K | 0.04% | 176 |
|