Axxcess 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
Q2 | $5.05M | Sell |
140,863
-4,402
| -3% | -$158K | 0.12% | 147 |
|
|
2025
Q1 | $4.79M | Buy |
+145,265
| New | +$4.79M | 0.13% | 137 |
|
|
2024
Q4 | – | Sell |
-6,055
| Closed | -$208K | – | 869 |
|
|
2024
Q3 | $208K | Buy |
+6,055
| New | +$208K | 0.01% | 829 |
|
|
2024
Q2 | – | Sell |
-6,896
| Closed | -$220K | – | 869 |
|
|
2024
Q1 | $220K | Buy |
+6,896
| New | +$220K | 0.01% | 783 |
|