ARIS
Advanced Research Investment Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,181
| Closed | -$293K | – | 60 |
|
|
2022
Q3 | $293K | Sell |
13,181
-3,660
| -22% | -$81.4K | 0.18% | 22 |
|
|
2022
Q2 | $392K | Hold |
16,841
| – | – | 0.22% | 20 |
|
|
2022
Q1 | $464K | Hold |
16,841
| – | – | 0.19% | 25 |
|
|
2021
Q4 | $487K | Hold |
16,841
| – | – | 0.18% | 33 |
|
|
2021
Q3 | $447K | Hold |
16,841
| – | – | 0.23% | 19 |
|
|
2021
Q2 | $454K | Buy |
+16,841
| New | +$454K | 0.41% | 16 |
|