AssuredPartners Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.8M Buy
245,412
+14,678
+6% +$526K 2.15% 10
2025
Q1
$7.61M Buy
230,734
+6,642
+3% +$219K 1.47% 9
2024
Q4
$7.75M Buy
+224,092
New +$7.75M 1.51% 10