BFA
Beacon Financial Advisory’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 | $895K | Hold |
24,961
| – | – | 0.23% | 121 |
|
|
2025
Q1 | $823K | Buy |
24,961
+2,169
| +10% | +$71.6K | 0.25% | 110 |
|
|
2024
Q4 | $788K | Buy |
22,792
+962
| +4% | +$33.3K | 0.26% | 108 |
|
|
2024
Q3 | $749K | Buy |
21,830
+1,423
| +7% | +$48.8K | 0.25% | 116 |
|
|
2024
Q2 | $658K | Buy |
20,407
+3,797
| +23% | +$122K | 0.25% | 120 |
|
|
2024
Q1 | $531K | Buy |
16,610
+717
| +5% | +$22.9K | 0.26% | 114 |
|
|
2023
Q4 | $465K | Buy |
15,893
+5,316
| +50% | +$155K | 0.22% | 128 |
|
|
2023
Q3 | $277K | Buy |
10,577
+2
| +0% | +$52 | 0.15% | 181 |
|
|
2023
Q2 | $287K | Buy |
10,575
+3
| +0% | +$81 | 0.16% | 169 |
|
|
2023
Q1 | $269K | Buy |
+10,572
| New | +$269K | 0.17% | 160 |
|
|
2022
Q3 | – | Sell |
-30,235
| Closed | -$704K | – | 197 |
|
|
2022
Q2 | $704K | Buy |
+30,235
| New | +$704K | 0.4% | 80 |
|