SSW
Stone Summit 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 | $4.75M | Buy |
132,615
+3,232
| +2% | +$116K | 1.47% | 16 |
|
|
2025
Q1 | $4.27M | Buy |
129,383
+6,605
| +5% | +$218K | 1.45% | 18 |
|
|
2024
Q4 | $4.25M | Sell |
122,778
-1,239
| -1% | -$42.9K | 1.43% | 21 |
|
|
2024
Q3 | $4.25M | Buy |
124,017
+18,881
| +18% | +$647K | 1.37% | 21 |
|
|
2024
Q2 | $3.39M | Buy |
105,136
+8,076
| +8% | +$260K | 1.22% | 28 |
|
|
2024
Q1 | $3.1M | Buy |
97,060
+2,719
| +3% | +$86.9K | 1.08% | 29 |
|
|
2023
Q4 | $2.76M | Buy |
94,341
+6,780
| +8% | +$198K | 1.06% | 29 |
|
|
2023
Q3 | $2.29M | Buy |
87,561
+12,602
| +17% | +$330K | 0.98% | 33 |
|
|
2023
Q2 | $2.04M | Buy |
74,959
+5,744
| +8% | +$156K | 0.84% | 40 |
|
|
2023
Q1 | $1.76M | Buy |
69,215
+12,986
| +23% | +$331K | 0.78% | 44 |
|
|
2022
Q4 | $1.37M | Buy |
56,229
+11,555
| +26% | +$281K | 0.67% | 50 |
|
|
2022
Q3 | $993K | Buy |
44,674
+6,149
| +16% | +$137K | 0.61% | 54 |
|
|
2022
Q2 | $898K | Buy |
38,525
+3,890
| +11% | +$90.7K | 0.54% | 59 |
|
|
2022
Q1 | $959K | Buy |
34,635
+4,427
| +15% | +$123K | 0.54% | 59 |
|
|
2021
Q4 | $870K | Buy |
+30,208
| New | +$870K | 0.71% | 53 |
|