UWPG
Ullmann Wealth Partners Group’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 | $293K | Buy |
8,164
+24
| +0.3% | +$860 | 0.03% | 119 |
|
|
2025
Q1 | $269K | Buy |
8,140
+20
| +0.2% | +$660 | 0.04% | 122 |
|
|
2024
Q4 | $281K | Buy |
8,120
+23
| +0.3% | +$796 | 0.04% | 117 |
|
|
2024
Q3 | $278K | Buy |
8,097
+22
| +0.3% | +$754 | 0.04% | 113 |
|
|
2024
Q2 | $260K | Sell |
8,075
-376
| -4% | -$12.1K | 0.04% | 98 |
|
|
2024
Q1 | $270K | Sell |
8,451
-1,198
| -12% | -$38.3K | 0.04% | 95 |
|
|
2023
Q4 | $282K | Buy |
9,649
+32
| +0.3% | +$935 | 0.05% | 91 |
|
|
2023
Q3 | $252K | Buy |
+9,617
| New | +$252K | 0.05% | 89 |
|