SWA
ShankerValleau 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 | $82.5M | Buy |
2,300,751
+13,868
| +0.6% | +$497K | 23.52% | 1 |
|
|
2025
Q1 | $75.4M | Buy |
2,286,883
+214,968
| +10% | +$7.09M | 24.5% | 1 |
|
|
2024
Q4 | $71.7M | Sell |
2,071,915
-68,679
| -3% | -$2.38M | 23.01% | 1 |
|
|
2024
Q3 | $73.4M | Sell |
2,140,594
-41,346
| -2% | -$1.42M | 25% | 1 |
|
|
2024
Q2 | $70.3M | Sell |
2,181,940
-24,945
| -1% | -$804K | 30.11% | 1 |
|
|
2024
Q1 | $70.5M | Sell |
2,206,885
-32,905
| -1% | -$1.05M | 32.45% | 1 |
|
|
2023
Q4 | $65.5M | Sell |
2,239,790
-3,771
| -0.2% | -$110K | 33.35% | 1 |
|
|
2023
Q3 | $58.8M | Buy |
2,243,561
+6,741
| +0.3% | +$177K | 33.03% | 1 |
|
|
2023
Q2 | $60.7M | Sell |
2,236,820
-66,655
| -3% | -$1.81M | 33.39% | 1 |
|
|
2023
Q1 | $58.7M | Buy |
2,303,475
+54,943
| +2% | +$1.4M | 34.09% | 1 |
|
|
2022
Q4 | $54.6M | Sell |
2,248,532
-81,415
| -3% | -$1.98M | 33.83% | 1 |
|
|
2022
Q3 | $51.8M | Sell |
2,329,947
-68,833
| -3% | -$1.53M | 35.07% | 1 |
|
|
2022
Q2 | $55.9M | Buy |
2,398,780
+19,579
| +0.8% | +$456K | 36.36% | 1 |
|
|
2022
Q1 | $65.6M | Sell |
2,379,201
-8,823
| -0.4% | -$243K | 39.33% | 1 |
|
|
2021
Q4 | $69.2M | Buy |
+2,388,024
| New | +$69.2M | 39.75% | 1 |
|