Balboa Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $479K | Hold |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $305K | Buy |
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