UWM
USAdvisors Wealth Management’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 | $3.53M | Buy |
98,464
+963
| +1% | +$34.5K | 1.31% | 26 |
|
|
2025
Q1 | $3.22M | Sell |
97,501
-93,961
| -49% | -$3.1M | 1.12% | 25 |
|
|
2024
Q4 | $6.62M | Sell |
191,462
-1,683
| -0.9% | -$58.2K | 2.15% | 11 |
|
|
2024
Q3 | $6.6M | Sell |
193,145
-10,456
| -5% | -$357K | 2.31% | 10 |
|
|
2024
Q2 | $6.56M | Sell |
203,601
-11,391
| -5% | -$367K | 2.31% | 9 |
|
|
2024
Q1 | $6.85M | Buy |
214,992
+27,038
| +14% | +$862K | 2.59% | 7 |
|
|
2023
Q4 | $5.49M | Sell |
187,954
-5,688
| -3% | -$166K | 2.28% | 10 |
|
|
2023
Q3 | $5.07M | Buy |
193,642
+33,461
| +21% | +$877K | 2.26% | 13 |
|
|
2023
Q2 | $4.35M | Buy |
160,181
+29,488
| +23% | +$802K | 2.06% | 16 |
|
|
2023
Q1 | $3.33M | Buy |
130,693
+28,949
| +28% | +$738K | 1.59% | 22 |
|
|
2022
Q4 | $2.47M | Buy |
101,744
+38,000
| +60% | +$923K | 1.19% | 27 |
|
|
2022
Q3 | $1.42M | Buy |
63,744
+32,241
| +102% | +$717K | 0.73% | 35 |
|
|
2022
Q2 | $734K | Buy |
31,503
+565
| +2% | +$13.2K | 0.37% | 62 |
|
|
2022
Q1 | $853K | Buy |
30,938
+19
| +0.1% | +$524 | 0.36% | 65 |
|
|
2021
Q4 | $896K | Buy |
30,919
+2,528
| +9% | +$73.3K | 0.36% | 59 |
|
|
2021
Q3 | $754K | Sell |
28,391
-43
| -0.2% | -$1.14K | 0.33% | 64 |
|
|
2021
Q2 | $767K | Buy |
+28,434
| New | +$767K | 0.42% | 61 |
|