WP
WealthSpring Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $13M | Buy |
498,051
+8,256
| +2% | +$216K | 9.75% | 2 |
|
2023
Q2 | $13.3M | Sell |
489,795
-8,773
| -2% | -$238K | 9.63% | 2 |
|
2023
Q1 | $12.7M | Buy |
498,568
+14,154
| +3% | +$361K | 9.83% | 2 |
|
2022
Q4 | $11.8M | Buy |
484,414
+96
| +0% | +$2.33K | 9.19% | 2 |
|
2022
Q3 | $10.8M | Buy |
+484,318
| New | +$10.8M | 9.51% | 2 |
|