Atria Wealth Solutions’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 | $2.04M | Sell |
56,542
-3,795
| -6% | -$137K | 0.05% | 411 |
|
2025
Q1 | $1.99M | Sell |
60,337
-37,580
| -38% | -$1.24M | 0.02% | 629 |
|
2024
Q4 | $3.39M | Buy |
97,917
+34,094
| +53% | +$1.18M | 0.04% | 466 |
|
2024
Q3 | $2.19M | Buy |
63,823
+16,521
| +35% | +$567K | 0.02% | 593 |
|
2024
Q2 | $1.53M | Buy |
47,302
+1,147
| +2% | +$37K | 0.02% | 723 |
|
2024
Q1 | $1.47M | Sell |
46,155
-191
| -0.4% | -$6.1K | 0.02% | 742 |
|
2023
Q4 | $1.35M | Sell |
46,346
-12
| -0% | -$351 | 0.02% | 744 |
|
2023
Q3 | $1.21M | Buy |
46,358
+898
| +2% | +$23.5K | 0.02% | 727 |
|
2023
Q2 | $1.23M | Buy |
45,460
+975
| +2% | +$26.5K | 0.02% | 754 |
|
2023
Q1 | $1.13M | Sell |
44,485
-520
| -1% | -$13.3K | 0.02% | 744 |
|
2022
Q4 | $1.09M | Buy |
45,005
+7,223
| +19% | +$175K | 0.02% | 706 |
|
2022
Q3 | $840K | Buy |
37,782
+693
| +2% | +$15.4K | 0.01% | 778 |
|
2022
Q2 | $864K | Buy |
37,089
+1,876
| +5% | +$43.7K | 0.02% | 730 |
|
2022
Q1 | $971K | Buy |
+35,213
| New | +$971K | 0.02% | 750 |
|