Willow Creek Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.43M Buy
179,528
+17,928
+11% +$643K 0.58% 32
2025
Q1
$5.33M Buy
161,600
+10,076
+7% +$332K 0.52% 34
2024
Q4
$5.24M Buy
151,524
+3,263
+2% +$113K 0.53% 32
2024
Q3
$5.08M Buy
148,261
+1,162
+0.8% +$39.8K 0.53% 35
2024
Q2
$4.74M Sell
147,099
-716
-0.5% -$23.1K 0.54% 34
2024
Q1
$4.72M Sell
147,815
-2,908
-2% -$92.9K 0.55% 33
2023
Q4
$4.41M Buy
150,723
+1,423
+1% +$41.6K 0.55% 32
2023
Q3
$3.91M Sell
149,300
-3,628
-2% -$95.1K 0.58% 30
2023
Q2
$4.15M Buy
152,928
+3,047
+2% +$82.7K 0.59% 30
2023
Q1
$3.82M Buy
149,881
+2,182
+1% +$55.6K 0.59% 29
2022
Q4
$3.59M Buy
147,699
+45,941
+45% +$1.12M 0.6% 29
2022
Q3
$2.26M Buy
101,758
+14,986
+17% +$333K 0.44% 30
2022
Q2
$2.02M Buy
86,772
+10,316
+13% +$240K 0.38% 30
2022
Q1
$2.11M Buy
76,456
+3,491
+5% +$96.3K 0.42% 31
2021
Q4
$2.11M Sell
72,965
-441
-0.6% -$12.8K 0.44% 29
2021
Q3
$1.95M Sell
73,406
-92
-0.1% -$2.44K 0.43% 27
2021
Q2
$1.98M Buy
+73,498
New +$1.98M 0.47% 25