TWM
TCFG 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 | $3.81M | Sell |
106,346
-1,962
| -2% | -$70.3K | 1.73% | 8 |
|
|
2025
Q1 | $3.57M | Sell |
108,308
-2,822
| -3% | -$93.1K | 1.79% | 8 |
|
|
2024
Q4 | $3.84M | Buy |
111,130
+1,508
| +1% | +$52.2K | 1.93% | 7 |
|
|
2024
Q3 | $3.76M | Buy |
+109,622
| New | +$3.76M | 1.89% | 9 |
|