SW
Simplicity 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 | $30.5M | Buy |
851,416
+300,878
| +55% | +$10.8M | 1.27% | 13 |
|
|
2025
Q1 | $18.2M | Buy |
550,538
+534,247
| +3,279% | +$17.6M | 1.41% | 11 |
|
|
2024
Q4 | $564K | Sell |
16,291
-509,955
| -97% | -$17.6M | 0.12% | 149 |
|
|
2024
Q3 | $18M | Sell |
526,246
-516,094
| -50% | -$17.7M | 1.67% | 10 |
|
|
2024
Q2 | $33.6M | Buy |
1,042,340
+1,024,248
| +5,661% | +$33M | 0.76% | 23 |
|
|
2024
Q1 | $578K | Buy |
+18,092
| New | +$578K | 0.01% | 678 |
|