VWA
V Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,604
| Closed | -$1.02M | – | 165 |
|
|
2023
Q2 | $1.02M | Buy |
37,604
+15,501
| +70% | +$421K | 0.17% | 114 |
|
|
2023
Q1 | $563K | Buy |
22,103
+29
| +0.1% | +$739 | 0.11% | 183 |
|
|
2022
Q4 | $536K | Sell |
22,074
-43,914
| -67% | -$1.07M | 0.11% | 179 |
|
|
2022
Q3 | $1.47M | Buy |
65,988
+43,019
| +187% | +$957K | 0.29% | 79 |
|
|
2022
Q2 | $535K | Buy |
+22,969
| New | +$535K | 0.1% | 211 |
|
|
2022
Q1 | – | Sell |
-22,920
| Closed | -$664K | – | 442 |
|
|
2021
Q4 | $664K | Buy |
22,920
+34
| +0.1% | +$985 | 0.1% | 205 |
|
|
2021
Q3 | $608K | Buy |
22,886
+23
| +0.1% | +$611 | 0.09% | 227 |
|
|
2021
Q2 | $617K | Buy |
+22,863
| New | +$617K | 0.1% | 228 |
|