SWA
Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76M | Buy |
2,121,805
+181,408
| +9% | +$6.5M | 4.59% | 5 |
|
|
2025
Q1 | $64M | Sell |
1,940,397
-15,938
| -0.8% | -$526K | 4.58% | 5 |
|
|
2024
Q4 | $67.7M | Sell |
1,956,335
-23,412
| -1% | -$810K | 5.3% | 4 |
|
|
2024
Q3 | $67.9M | Sell |
1,979,747
-15,478
| -0.8% | -$531K | 6.05% | 3 |
|
|
2024
Q2 | $64.3M | Buy |
1,995,225
+117,163
| +6% | +$3.78M | 6.13% | 3 |
|
|
2024
Q1 | $60M | Sell |
1,878,062
-159,862
| -8% | -$5.11M | 7.01% | 2 |
|
|
2023
Q4 | $59.6M | Buy |
2,037,924
+83,234
| +4% | +$2.43M | 9.72% | 1 |
|
|
2023
Q3 | $51.2M | Buy |
1,954,690
+32,391
| +2% | +$849K | 10.09% | 1 |
|
|
2023
Q2 | $52.2M | Buy |
1,922,299
+31,851
| +2% | +$865K | 10.4% | 1 |
|
|
2023
Q1 | $48.2M | Sell |
1,890,448
-86,891
| -4% | -$2.21M | 10.46% | 1 |
|
|
2022
Q4 | $48M | Buy |
1,977,339
+64,685
| +3% | +$1.57M | 11.09% | 1 |
|
|
2022
Q3 | $42.5M | Buy |
1,912,654
+134,020
| +8% | +$2.98M | 10.95% | 1 |
|
|
2022
Q2 | $41.4M | Buy |
1,778,634
+138,778
| +8% | +$3.23M | 10.54% | 1 |
|
|
2022
Q1 | $45.2M | Sell |
1,639,856
-174,480
| -10% | -$4.81M | 10.94% | 1 |
|
|
2021
Q4 | $52.6M | Buy |
1,814,336
+53,294
| +3% | +$1.54M | 10.95% | 1 |
|
|
2021
Q3 | $46.8M | Buy |
+1,761,042
| New | +$46.8M | 11.11% | 1 |
|