AIM
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Anchor Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Anchor Investment Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,000
Closed -$78.6K – 966
2023
Q3 		$78.6K Buy
+3,000
New +$81.9K 0.01% 449

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RWM
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PO
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Anchor Investment Management's DFAC Position: Q4 2023 in Review

Anchor Investment Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 3,000 shares — an estimated $78.6K sold.

Anchor Investment Management first reported a position in DFAC in Q3 2023 and held it in 1 quarter. The position peaked at $78.6K in Q3 2023. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Anchor Investment Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 3,000 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $78.6K.
  • Anchor Investment Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's Dimensional US Core Equity 2 ETF position peaked at $78.6K in Q3 2023.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.