Avantax Advisory Services’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 | $6.1M | Buy |
170,197
+23
| +0% | +$824 | 0.03% | 391 |
|
|
2025
Q1 | $5.61M | Buy |
170,174
+5,578
| +3% | +$184K | 0.03% | 387 |
|
|
2024
Q4 | $5.69M | Buy |
164,596
+9,352
| +6% | +$323K | 0.04% | 360 |
|
|
2024
Q3 | $5.32M | Buy |
155,244
+13,896
| +10% | +$476K | 0.03% | 374 |
|
|
2024
Q2 | $4.56M | Buy |
141,348
+6,852
| +5% | +$221K | 0.03% | 401 |
|
|
2024
Q1 | $4.3M | Buy |
134,496
+21,604
| +19% | +$690K | 0.04% | 341 |
|
|
2023
Q4 | $3.3M | Buy |
112,892
+33,356
| +42% | +$975K | 0.03% | 376 |
|
|
2023
Q3 | $2.08M | Buy |
79,536
+37,457
| +89% | +$981K | 0.02% | 449 |
|
|
2023
Q2 | $1.14M | Sell |
42,079
-15,247
| -27% | -$414K | 0.01% | 632 |
|
|
2023
Q1 | $1.46M | Buy |
57,326
+20,270
| +55% | +$516K | 0.02% | 534 |
|
|
2022
Q4 | $900K | Sell |
37,056
-10,850
| -23% | -$263K | 0.01% | 667 |
|
|
2022
Q3 | $1.07M | Buy |
47,906
+7,229
| +18% | +$161K | 0.02% | 546 |
|
|
2022
Q2 | $948K | Sell |
40,677
-276
| -0.7% | -$6.43K | 0.01% | 560 |
|
|
2022
Q1 | $1.13M | Buy |
40,953
+1,274
| +3% | +$35.2K | 0.02% | 509 |
|
|
2021
Q4 | $1.15M | Buy |
39,679
+5,676
| +17% | +$165K | 0.02% | 498 |
|
|
2021
Q3 | $906K | Buy |
34,003
+12,478
| +58% | +$332K | 0.02% | 521 |
|
|
2021
Q2 | $581K | Buy |
+21,525
| New | +$581K | 0.01% | 648 |
|