TWP
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Triad Wealth Partners’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
$6.05M Buy
168,808
+119,548
+243% +$4.28M 1.22% 24
2025
Q1
$1.63M Buy
49,260
+37,114
+306% +$1.22M 0.51% 40
2024
Q4
$420K Buy
+12,146
New +$420K 0.15% 105