WANY
Wealthspire Advisors (New York)’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 | $282M | Sell |
7,865,701
-453,305
| -5% | -$16.2M | 1.58% | 16 |
|
|
2025
Q1 | $274M | Buy |
8,319,006
+342,800
| +4% | +$11.3M | 1.64% | 15 |
|
|
2024
Q4 | $276M | Buy |
7,976,206
+75,171
| +1% | +$2.6M | 2.74% | 9 |
|
|
2024
Q3 | $271M | Buy |
7,901,035
+7,653,788
| +3,096% | +$262M | 2.76% | 9 |
|
|
2024
Q2 | $7.97M | Buy |
247,247
+20,465
| +9% | +$660K | 0.1% | 92 |
|
|
2024
Q1 | $7.25M | Buy |
226,782
+28,844
| +15% | +$922K | 0.1% | 92 |
|
|
2023
Q4 | $5.79M | Buy |
+197,938
| New | +$5.79M | 0.08% | 106 |
|