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Shakespeare Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Shakespeare Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.99M Buy
51,177
+1,357
+3% +$54.7K 0.47% 22
2025
Q4 		$1.97M Buy
49,820
+648
+1% +$25.3K 0.44% 23
2025
Q3 		$1.9M Buy
49,172
+3,115
+7% +$116K 0.43% 24
2025
Q2 		$1.65M Buy
46,057
+3,572
+8% +$119K 0.44% 26
2025
Q1 		$1.4M Buy
42,485
+3,708
+10% +$129K 0.38% 31
2024
Q4 		$1.34M Buy
38,777
+909
+2% +$32K 0.36% 35
2024
Q3 		$1.3M Buy
37,868
+1,924
+5% +$63.5K 0.34% 33
2024
Q2 		$1.16M Buy
35,944
+4,104
+13% +$129K 0.33% 34
2024
Q1 		$1.02M Buy
31,840
+1,259
+4% +$38K 0.3% 36
2023
Q4 		$894K Buy
30,581
+1,006
+3% +$27.2K 0.28% 36
2023
Q3 		$775K Buy
29,575
+832
+3% +$22.7K 0.27% 37
2023
Q2 		$780K Buy
28,743
+183
+0.6% +$4.72K 0.27% 37
2023
Q1 		$728K Buy
28,560
+3,592
+14% +$91K 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% +$6.21K 0.23% 44
2022
Q2 		$578K Buy
24,636
+8,926
+57% +$226K 0.23% 41
2022
Q1 		$436K Buy
+15,710
New +$430K 0.16% 49

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FFM
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FPAS
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AC
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GA
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SC
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RWM
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