Avantax Planning Partners’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 | $19.7M | Sell |
549,710
-19,620
| -3% | -$703K | 0.63% | 27 |
|
|
2025
Q1 | $18.8M | Sell |
569,330
-2,921
| -0.5% | -$96.4K | 0.66% | 25 |
|
|
2024
Q4 | $19.8M | Sell |
572,251
-7,612
| -1% | -$263K | 0.71% | 24 |
|
|
2024
Q3 | $19.9M | Sell |
579,863
-1,370
| -0.2% | -$47K | 0.71% | 25 |
|
|
2024
Q2 | $18.7M | Sell |
581,233
-1,294
| -0.2% | -$41.7K | 0.6% | 30 |
|
|
2024
Q1 | $18.6M | Buy |
+582,527
| New | +$18.6M | 0.6% | 28 |
|