Avior Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,320
| Closed | -$45.7K | – | 1134 |
|
|
2024
Q4 | $45.7K | Buy |
1,320
+87
| +7% | +$3.01K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $42.3K | Sell |
1,233
-28
| -2% | -$961 | ﹤0.01% | 1181 |
|
|
2024
Q2 | $40.7K | Buy |
1,261
+1,105
| +708% | +$35.6K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $4.99K | Sell |
156
-15,828
| -99% | -$506K | ﹤0.01% | 2083 |
|
|
2023
Q4 | $467K | Buy |
15,984
+15,668
| +4,958% | +$458K | 0.03% | 360 |
|
|
2023
Q3 | $8.29K | Sell |
316
-45
| -12% | -$1.18K | ﹤0.01% | 1073 |
|
|
2023
Q2 | $9.82K | Sell |
361
-106
| -23% | -$2.89K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $11.9K | Hold |
467
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q4 | $11.3K | Buy |
467
+342
| +274% | +$8.31K | ﹤0.01% | 834 |
|
|
2022
Q3 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 1021 |
|