WR Wealth Planners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $358K | Sell |
|
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $746K | Sell |
|
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|
2022
Q4 | $5.36M | Buy |
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|
2022
Q3 | $4.72M | Buy |
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|
2022
Q2 | $4.81M | Buy |
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|
2022
Q1 | $4.72M | Buy |
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