SWM
Sterling 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 | $9.96M | Buy |
+277,841
| New | +$9.96M | 3.39% | 11 |
|
|
2024
Q4 | $9.72M | Sell |
280,982
-419
| -0.1% | -$14.5K | 3.59% | 9 |
|
|
2024
Q3 | $9.65M | Sell |
281,401
-165
| -0.1% | -$5.66K | 3.6% | 8 |
|
|
2024
Q2 | $9.08M | Buy |
281,566
+155
| +0.1% | +$5K | 4.31% | 6 |
|
|
2024
Q1 | $8.99M | Sell |
281,411
-240
| -0.1% | -$7.67K | 4.47% | 5 |
|
|
2023
Q4 | $8.23M | Buy |
+281,651
| New | +$8.23M | 4.63% | 5 |
|