Bard Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,900
| Closed | -$1.14M | – | 240 |
|
|
2023
Q2 | $1.14M | Hold |
41,900
| – | – | 0.09% | 159 |
|
|
2023
Q1 | $1.07M | Hold |
41,900
| – | – | 0.09% | 170 |
|
|
2022
Q4 | $1.02M | Hold |
41,900
| – | – | 0.09% | 161 |
|
|
2022
Q3 | $932K | Buy |
41,900
+2,565
| +7% | +$57.1K | 0.09% | 161 |
|
|
2022
Q2 | $917K | Hold |
39,335
| – | – | 0.08% | 160 |
|
|
2022
Q1 | $1.09M | Hold |
39,335
| – | – | 0.09% | 150 |
|
|
2021
Q4 | $1.14M | Hold |
39,335
| – | – | 0.09% | 140 |
|
|
2021
Q3 | $1.05M | Hold |
39,335
| – | – | 0.09% | 141 |
|
|
2021
Q2 | $1.06M | Buy |
+39,335
| New | +$1.06M | 0.09% | 140 |
|