AFA
Alpha Financial Advisors’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 | $4.42M | Sell |
123,228
-1,116
| -0.9% | -$40K | 1.71% | 14 |
|
2025
Q1 | $4.1M | Sell |
124,344
-390
| -0.3% | -$12.9K | 1.82% | 12 |
|
2024
Q4 | $4.31M | Sell |
124,734
-1,708
| -1% | -$59.1K | 1.95% | 12 |
|
2024
Q3 | $4.34M | Sell |
126,442
-494
| -0.4% | -$16.9K | 1.92% | 13 |
|
2024
Q2 | $4.09M | Sell |
126,936
-6,161
| -5% | -$199K | 1.97% | 13 |
|
2024
Q1 | $4.25M | Sell |
133,097
-652
| -0.5% | -$20.8K | 2.01% | 13 |
|
2023
Q4 | $3.91M | Sell |
133,749
-406
| -0.3% | -$11.9K | 1.98% | 13 |
|
2023
Q3 | $3.51M | Sell |
134,155
-1,096
| -0.8% | -$28.7K | 2.23% | 12 |
|
2023
Q2 | $3.67M | Sell |
135,251
-2,419
| -2% | -$65.7K | 2.3% | 11 |
|
2023
Q1 | $3.51M | Sell |
137,670
-9,072
| -6% | -$231K | 2.44% | 11 |
|
2022
Q4 | $3.56M | Buy |
+146,742
| New | +$3.56M | 3.09% | 10 |
|