Aegis 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
$3.29M Hold
99,676
1.97% 15
2025
Q1
$3.29M Buy
99,676
+11,644
+13% +$384K 1.93% 15
2024
Q4
$3.05M Buy
+88,032
New +$3.05M 2.06% 14