VWA
Valued 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
156,912
-3,799
| -2% | -$136K | 2.93% | 9 |
|
|
2025
Q1 | $5.3M | Sell |
160,711
-1,167
| -0.7% | -$38.5K | 3.18% | 8 |
|
|
2024
Q4 | $5.6M | Sell |
161,878
-13,993
| -8% | -$484K | 3.51% | 8 |
|
|
2024
Q3 | $6.03M | Buy |
175,871
+8,281
| +5% | +$284K | 3.91% | 8 |
|
|
2024
Q2 | $5.4M | Buy |
167,590
+1,696
| +1% | +$54.7K | 3.71% | 8 |
|
|
2024
Q1 | $5.3M | Sell |
165,894
-36,830
| -18% | -$1.18M | 3.75% | 8 |
|
|
2023
Q4 | $5.31M | Buy |
+202,724
| New | +$5.31M | 4.91% | 8 |
|