SWM
Shakespeare 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 | $1.65M | Buy |
46,057
+3,572
| +8% | +$128K | 0.44% | 26 |
|
|
2025
Q1 | $1.4M | Buy |
42,485
+3,708
| +10% | +$122K | 0.38% | 31 |
|
|
2024
Q4 | $1.34M | Buy |
38,777
+909
| +2% | +$31.4K | 0.36% | 35 |
|
|
2024
Q3 | $1.3M | Buy |
37,868
+1,924
| +5% | +$66K | 0.34% | 33 |
|
|
2024
Q2 | $1.16M | Buy |
35,944
+4,104
| +13% | +$132K | 0.33% | 34 |
|
|
2024
Q1 | $1.02M | Buy |
31,840
+1,259
| +4% | +$40.2K | 0.3% | 36 |
|
|
2023
Q4 | $894K | Buy |
30,581
+1,006
| +3% | +$29.4K | 0.28% | 36 |
|
|
2023
Q3 | $775K | Buy |
29,575
+832
| +3% | +$21.8K | 0.27% | 37 |
|
|
2023
Q2 | $780K | Buy |
28,743
+183
| +0.6% | +$4.97K | 0.27% | 37 |
|
|
2023
Q1 | $728K | Buy |
28,560
+3,592
| +14% | +$91.5K | 0.26% | 36 |
|
|
2022
Q4 | $606K | Buy |
24,968
+79
| +0.3% | +$1.92K | 0.22% | 42 |
|
|
2022
Q3 | $554K | Buy |
24,889
+253
| +1% | +$5.63K | 0.23% | 44 |
|
|
2022
Q2 | $578K | Buy |
24,636
+8,926
| +57% | +$209K | 0.23% | 41 |
|
|
2022
Q1 | $436K | Buy |
+15,710
| New | +$436K | 0.16% | 49 |
|