SWA
Strategies 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 | $275K | Sell |
7,661
-429
| -5% | -$15.4K | 0.03% | 149 |
|
|
2025
Q1 | $267K | Sell |
8,090
-215
| -3% | -$7.09K | 0.03% | 147 |
|
|
2024
Q4 | $297K | Sell |
8,305
-467
| -5% | -$16.7K | 0.04% | 104 |
|
|
2024
Q3 | $301K | Sell |
8,772
-499
| -5% | -$17.1K | 0.04% | 77 |
|
|
2024
Q2 | $299K | Buy |
9,271
+6
| +0.1% | +$193 | 0.04% | 75 |
|
|
2024
Q1 | $296K | Buy |
+9,265
| New | +$296K | 0.05% | 79 |
|