Bartlett & Co Wealth Management’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 | $368K | Hold |
10,255
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $338K | Hold |
10,255
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $355K | Hold |
10,255
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $352K | Hold |
10,255
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $331K | Hold |
10,255
| – | – | 0.01% | 380 |
|
|
2024
Q1 | $328K | Hold |
10,255
| – | – | 0.01% | 389 |
|
|
2023
Q4 | $301K | Buy |
10,255
+4,007
| +64% | +$118K | ﹤0.01% | 415 |
|
|
2023
Q3 | $164K | Hold |
6,248
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $170K | Hold |
6,248
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $159K | Hold |
6,248
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $152K | Sell |
6,248
-7,000
| -53% | -$170K | ﹤0.01% | 417 |
|
|
2022
Q3 | $295K | Hold |
13,248
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $309K | Hold |
13,248
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $365K | Hold |
13,248
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $384K | Hold |
13,248
| – | – | 0.01% | 326 |
|
|
2021
Q3 | $352K | Hold |
13,248
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $357K | Buy |
+13,248
| New | +$357K | 0.01% | 285 |
|