VBWMG
Von Berge Wealth Management 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 | $355K | Buy |
9,687
+565
| +6% | +$20.7K | 0.2% | 44 |
|
|
2025
Q1 | $292K | Buy |
9,122
+65
| +0.7% | +$2.08K | 0.19% | 45 |
|
|
2024
Q4 | $326K | Buy |
9,057
+50
| +0.6% | +$1.8K | 0.2% | 44 |
|
|
2024
Q3 | $322K | Buy |
9,007
+350
| +4% | +$12.5K | 0.2% | 45 |
|
|
2024
Q2 | $279K | Buy |
8,657
+623
| +8% | +$20.1K | 0.18% | 49 |
|
|
2024
Q1 | $257K | Buy |
8,034
+605
| +8% | +$19.3K | 0.17% | 52 |
|
|
2023
Q4 | $215K | Buy |
+7,429
| New | +$215K | 0.17% | 64 |
|
|
2023
Q3 | – | Sell |
-7,394
| Closed | -$201K | – | 59 |
|
|
2023
Q2 | $201K | Buy |
+7,394
| New | +$201K | 0.17% | 62 |
|