SW
Schulz Wealth’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 | $28.5M | Buy |
795,734
+60,636
| +8% | +$2.17M | 21.32% | 1 |
|
|
2025
Q1 | $24.3M | Buy |
735,098
+25,355
| +4% | +$836K | 18.5% | 1 |
|
|
2024
Q4 | $24.6M | Buy |
709,743
+4,909
| +0.7% | +$170K | 18.85% | 1 |
|
|
2024
Q3 | $24.2M | Buy |
704,834
+43,150
| +7% | +$1.48M | 18.69% | 1 |
|
|
2024
Q2 | $21.3M | Sell |
661,684
-36,704
| -5% | -$1.18M | 18.07% | 1 |
|
|
2024
Q1 | $22.3M | Buy |
698,388
+92,589
| +15% | +$2.96M | 19.07% | 1 |
|
|
2023
Q4 | $17.7M | Buy |
+605,799
| New | +$17.7M | 16.93% | 1 |
|