AO
Advisor OS’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Sell |
47,312
-4,334
| -8% | -$155K | 0.17% | 88 |
|
2025
Q1 | $1.7M | Buy |
51,646
+71
| +0.1% | +$2.34K | 0.19% | 72 |
|
2024
Q4 | $1.78M | Buy |
51,575
+27
| +0.1% | +$934 | 0.21% | 71 |
|
2024
Q3 | $1.77M | Buy |
51,548
+78
| +0.2% | +$2.68K | 0.18% | 100 |
|
2024
Q2 | $1.66M | Sell |
51,470
-1,701
| -3% | -$54.8K | 0.18% | 99 |
|
2024
Q1 | $1.7M | Buy |
53,171
+4,464
| +9% | +$143K | 0.2% | 93 |
|
2023
Q4 | $1.42M | Buy |
48,707
+110
| +0.2% | +$3.22K | 0.19% | 95 |
|
2023
Q3 | $1.27M | Buy |
48,597
+95
| +0.2% | +$2.49K | 0.19% | 97 |
|
2023
Q2 | $1.32M | Buy |
+48,502
| New | +$1.32M | 0.22% | 86 |
|