SPWM
Straight Path 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 | $52.4M | Buy |
1,463,137
+137,082
| +10% | +$4.91M | 17.8% | 1 |
|
|
2025
Q1 | $43.7M | Buy |
1,326,055
+81,687
| +7% | +$2.69M | 17.7% | 1 |
|
|
2024
Q4 | $43M | Buy |
1,244,368
+34,531
| +3% | +$1.19M | 17.03% | 2 |
|
|
2024
Q3 | $41.5M | Buy |
1,209,837
+60,785
| +5% | +$2.08M | 17.87% | 1 |
|
|
2024
Q2 | $37M | Buy |
1,149,052
+123,938
| +12% | +$4M | 19.03% | 1 |
|
|
2024
Q1 | $32.8M | Buy |
1,025,114
+52,128
| +5% | +$1.67M | 18.39% | 1 |
|
|
2023
Q4 | $28.4M | Buy |
972,986
+134,842
| +16% | +$3.94M | 16.68% | 2 |
|
|
2023
Q3 | $22M | Buy |
838,144
+62,377
| +8% | +$1.63M | 14.89% | 2 |
|
|
2023
Q2 | $21.1M | Buy |
775,767
+126,176
| +19% | +$3.43M | 14.46% | 2 |
|
|
2023
Q1 | $16.6M | Buy |
649,591
+80,563
| +14% | +$2.05M | 13.16% | 2 |
|
|
2022
Q4 | $13.8M | Buy |
569,028
+350,087
| +160% | +$8.5M | 13.24% | 2 |
|
|
2022
Q3 | $4.87M | Buy |
218,941
+108,832
| +99% | +$2.42M | 4.37% | 2 |
|
|
2022
Q2 | $2.57M | Buy |
+110,109
| New | +$2.57M | 2.51% | 12 |
|