WWM
Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
119,877
-205
| -0.2% | -$7.35K | 0.25% | 81 |
|
|
2025
Q1 | $3.96M | Sell |
120,082
-17,540
| -13% | -$579K | 0.26% | 81 |
|
|
2024
Q4 | $4.76M | Sell |
137,622
-1,902
| -1% | -$65.8K | 0.31% | 64 |
|
|
2024
Q3 | $4.78M | Buy |
139,524
+2,141
| +2% | +$73.4K | 0.27% | 77 |
|
|
2024
Q2 | $4.43M | Sell |
137,383
-2,517
| -2% | -$81.1K | 0.33% | 61 |
|
|
2024
Q1 | $4.47M | Sell |
139,900
-3,056
| -2% | -$97.6K | 0.35% | 62 |
|
|
2023
Q4 | $4.18M | Buy |
142,956
+890
| +0.6% | +$26K | 0.3% | 72 |
|
|
2023
Q3 | $3.72M | Sell |
142,066
-15,052
| -10% | -$394K | 0.31% | 70 |
|
|
2023
Q2 | $4.27M | Buy |
157,118
+6,203
| +4% | +$168K | 0.36% | 54 |
|
|
2023
Q1 | $3.85M | Buy |
150,915
+28,971
| +24% | +$738K | 0.36% | 61 |
|
|
2022
Q4 | $2.96M | Sell |
121,944
-76,821
| -39% | -$1.87M | 0.3% | 76 |
|
|
2022
Q3 | $4.42M | Buy |
198,765
+100,829
| +103% | +$2.24M | 0.25% | 89 |
|
|
2022
Q2 | $2.28M | Buy |
+97,936
| New | +$2.28M | 0.13% | 164 |
|
|
2022
Q1 | – | Sell |
-49,868
| Closed | -$1.45M | – | 828 |
|
|
2021
Q4 | $1.45M | Buy |
+49,868
| New | +$1.45M | 0.14% | 150 |
|
|
2021
Q2 | $1.34M | Buy |
+49,698
| New | +$1.34M | 0.14% | 162 |
|