TWD
True Wealth Design’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 | $49.7M | Sell |
1,385,700
-73,134
| -5% | -$2.62M | 17.5% | 1 |
|
|
2025
Q1 | $48.1M | Sell |
1,458,834
-22,808
| -2% | -$752K | 18.33% | 2 |
|
|
2024
Q4 | $51.2M | Sell |
1,481,642
-20,744
| -1% | -$718K | 19.89% | 2 |
|
|
2024
Q3 | $51.5M | Sell |
1,502,386
-268,604
| -15% | -$9.21M | 20.12% | 2 |
|
|
2024
Q2 | $57.1M | Buy |
1,770,990
+3,352
| +0.2% | +$108K | 14.11% | 2 |
|
|
2024
Q1 | $56.5M | Buy |
1,767,638
+172,652
| +11% | +$5.52M | 14.08% | 1 |
|
|
2023
Q4 | $46.6M | Buy |
1,594,986
+78,069
| +5% | +$2.28M | 13.13% | 2 |
|
|
2023
Q3 | $39.7M | Buy |
1,516,917
+178,995
| +13% | +$4.69M | 13.3% | 1 |
|
|
2023
Q2 | $36.3M | Buy |
1,337,922
+102,810
| +8% | +$2.79M | 13.28% | 1 |
|
|
2023
Q1 | $31.5M | Buy |
1,235,112
+58,736
| +5% | +$1.5M | 13.2% | 1 |
|
|
2022
Q4 | $28.6M | Buy |
+1,176,376
| New | +$28.6M | 13.21% | 2 |
|