WWA
WCG 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 | $2.16M | Sell |
60,331
-12,310
| -17% | -$441K | 0.14% | 152 |
|
|
2025
Q1 | $2.4M | Sell |
72,641
-528
| -0.7% | -$17.4K | 0.18% | 130 |
|
|
2024
Q4 | $2.53M | Sell |
73,169
-7,809
| -10% | -$270K | 0.17% | 128 |
|
|
2024
Q3 | $2.78M | Buy |
80,978
+5,364
| +7% | +$184K | 0.19% | 123 |
|
|
2024
Q2 | $2.44M | Buy |
75,614
+23,672
| +46% | +$763K | 0.18% | 117 |
|
|
2024
Q1 | $1.66M | Buy |
51,942
+1,268
| +3% | +$40.5K | 0.14% | 136 |
|
|
2023
Q4 | $1.48M | Buy |
50,674
+1,388
| +3% | +$40.6K | 0.11% | 161 |
|
|
2023
Q3 | $1.93M | Buy |
+49,286
| New | +$1.93M | 0.14% | 135 |
|
|
2023
Q2 | – | Sell |
-10,381
| Closed | -$265K | – | 165 |
|
|
2023
Q1 | $265K | Hold |
10,381
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $252K | Hold |
10,381
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $231K | Hold |
10,381
| – | – | 0.03% | 255 |
|
|
2022
Q2 | $242K | Buy |
+10,381
| New | +$242K | 0.03% | 235 |
|