TW
Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,567
| Closed | -$212K | – | 222 |
|
|
2024
Q2 | $212K | Buy |
+6,567
| New | +$212K | 0.02% | 205 |
|
|
2023
Q3 | – | Sell |
-9,322
| Closed | -$253K | – | 244 |
|
|
2023
Q2 | $253K | Buy |
+9,322
| New | +$253K | 0.02% | 226 |
|
|
2023
Q1 | – | Sell |
-8,594
| Closed | -$209K | – | 255 |
|
|
2022
Q4 | $209K | Sell |
8,594
-1,242
| -13% | -$30.2K | 0.02% | 211 |
|
|
2022
Q3 | $219K | Sell |
9,836
-375
| -4% | -$8.35K | 0.03% | 169 |
|
|
2022
Q2 | $238K | Sell |
10,211
-396
| -4% | -$9.23K | 0.04% | 178 |
|
|
2022
Q1 | $293K | Sell |
10,607
-1,119
| -10% | -$30.9K | 0.03% | 202 |
|
|
2021
Q4 | $340K | Hold |
11,726
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $312K | Hold |
11,726
| – | – | 0.04% | 190 |
|
|
2021
Q2 | $316K | Buy |
+11,726
| New | +$316K | 0.04% | 198 |
|