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 |
|