SWM
Seaside 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 | $2.4M | Buy |
66,981
+1,254
| +2% | +$44.9K | 0.76% | 13 |
|
|
2025
Q1 | $2.17M | Sell |
65,727
-683
| -1% | -$22.5K | 0.77% | 13 |
|
|
2024
Q4 | $2.3M | Sell |
66,410
-94
| -0.1% | -$3.25K | 0.84% | 13 |
|
|
2024
Q3 | $2.28M | Buy |
66,504
+715
| +1% | +$24.5K | 0.86% | 14 |
|
|
2024
Q2 | $2.12M | Buy |
65,789
+135
| +0.2% | +$4.35K | 0.88% | 14 |
|
|
2024
Q1 | $2.1M | Sell |
65,654
-20
| -0% | -$639 | 0.89% | 14 |
|
|
2023
Q4 | $1.92M | Buy |
65,674
+207
| +0.3% | +$6.05K | 0.88% | 15 |
|
|
2023
Q3 | $1.72M | Buy |
65,467
+177
| +0.3% | +$4.64K | 0.87% | 14 |
|
|
2023
Q2 | $1.77M | Buy |
65,290
+216
| +0.3% | +$5.86K | 0.92% | 14 |
|
|
2023
Q1 | $1.66M | Sell |
65,074
-443
| -0.7% | -$11.3K | 1.01% | 14 |
|
|
2022
Q4 | $1.59M | Buy |
65,517
+315
| +0.5% | +$7.65K | 1.05% | 14 |
|
|
2022
Q3 | $1.59M | Buy |
65,202
+239
| +0.4% | +$5.84K | 1.1% | 14 |
|
|
2022
Q2 | $1.65M | Buy |
+64,963
| New | +$1.65M | 1.25% | 14 |
|