Andrews Lucia Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.6M Sell
2025
Q2
$66.7M Sell
2025
Q1
$65.9M Sell
2024
Q4
$65.4M Sell
2024
Q3
$61.9M Buy
2024
Q2
$61.2M Hold
2024
Q1
$61.2M Buy
2023
Q4
$55.4M Sell
2023
Q3
$49.7M Sell
2023
Q2
$51.7M Buy
2023
Q1
$47.6M Buy
2022
Q4
$44.6M Buy
2022
Q3
$40M Buy
2022
Q2
$49.5M Buy
2022
Q1
$51.6M Buy
2021
Q4
$51.5M Buy