WWP
WR Wealth Planners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $329K | Sell |
9,509
-1,314
| -12% | -$45.5K | 0.11% | 122 |
|
|
2024
Q3 | $371K | Buy |
10,823
+89
| +0.8% | +$3.05K | 0.1% | 122 |
|
|
2024
Q2 | $346K | Sell |
10,734
-470
| -4% | -$15.2K | 0.11% | 120 |
|
|
2024
Q1 | $358K | Sell |
11,204
-2,994
| -21% | -$95.7K | 0.11% | 123 |
|
|
2023
Q4 | $415K | Sell |
14,198
-848
| -6% | -$24.8K | 0.15% | 119 |
|
|
2023
Q3 | $394K | Sell |
15,046
-208
| -1% | -$5.45K | 0.15% | 109 |
|
|
2023
Q2 | $414K | Sell |
15,254
-14,031
| -48% | -$381K | 0.16% | 106 |
|
|
2023
Q1 | $746K | Sell |
29,285
-191,498
| -87% | -$4.88M | 0.32% | 54 |
|
|
2022
Q4 | $5.36M | Buy |
220,783
+8,632
| +4% | +$210K | 3.3% | 9 |
|
|
2022
Q3 | $4.72M | Buy |
212,151
+5,533
| +3% | +$123K | 3.32% | 9 |
|
|
2022
Q2 | $4.81M | Buy |
206,618
+35,332
| +21% | +$823K | 3.17% | 9 |
|
|
2022
Q1 | $4.72M | Buy |
+171,286
| New | +$4.72M | 2.81% | 9 |
|