TW
Trajan 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 | $19.1M | Sell |
532,678
-95,053
| -15% | -$3.41M | 0.93% | 28 |
|
|
2025
Q1 | $20.7M | Sell |
627,731
-1,547
| -0.2% | -$51K | 1.13% | 22 |
|
|
2024
Q4 | $21.8M | Sell |
629,278
-22,265
| -3% | -$770K | 1.21% | 20 |
|
|
2024
Q3 | $22.3M | Sell |
651,543
-11,390
| -2% | -$391K | 1.32% | 21 |
|
|
2024
Q2 | $21.4M | Sell |
662,933
-21,051
| -3% | -$679K | 1.37% | 18 |
|
|
2024
Q1 | $21.9M | Buy |
+683,984
| New | +$21.9M | 1.48% | 17 |
|