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Beaumont Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beaumont Asset Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25,116
Closed -$640K – 70
2023
Q1 		$640K Buy
+25,116
New +$636K 0.47% 43

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Beaumont Asset Management's DFAC Position: Q2 2023 in Review

Beaumont Asset Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2023, closing a stake of 25,116 shares — an estimated $640K sold.

Beaumont Asset Management first reported a position in DFAC in Q1 2023 and held it in 1 quarter. The position peaked at $640K in Q1 2023. 668 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • Beaumont Asset Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Beaumont Asset Management sold 25,116 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $640K.
  • Beaumont Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and held it in 1 quarter.
  • Beaumont Asset Management's Dimensional US Core Equity 2 ETF position peaked at $640K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Beaumont Asset Management's 13F filing for Q2 2023, filed 2 Aug 2023.