WWM
Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,389
| Closed | -$31K | – | 352 |
|
|
2022
Q3 | $31K | Buy |
1,389
+2
| +0.1% | +$45 | 0.02% | 252 |
|
|
2022
Q2 | $32K | Buy |
+1,387
| New | +$32K | 0.03% | 256 |
|
|
2022
Q1 | – | Sell |
-455
| Closed | -$13K | – | 316 |
|
|
2021
Q4 | $13K | Buy |
455
+2
| +0.4% | +$57 | 0.01% | 456 |
|
|
2021
Q3 | $13K | Buy |
+453
| New | +$13K | 0.01% | 429 |
|