Brewster Financial Planning’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 | $1.31M | Sell |
36,521
-749
| -2% | -$26.8K | 0.88% | 10 |
|
|
2025
Q1 | $1.23M | Hold |
37,270
| – | – | 0.91% | 10 |
|
|
2024
Q4 | $1.29M | Hold |
37,270
| – | – | 0.98% | 8 |
|
|
2024
Q3 | $1.28M | Hold |
37,270
| – | – | 0.99% | 7 |
|
|
2024
Q2 | $1.2M | Sell |
37,270
-774
| -2% | -$25K | 1.01% | 7 |
|
|
2024
Q1 | $1.22M | Hold |
38,044
| – | – | 1.05% | 7 |
|
|
2023
Q4 | $1.11M | Hold |
38,044
| – | – | 1.01% | 8 |
|
|
2023
Q3 | $997K | Hold |
38,044
| – | – | 1% | 8 |
|
|
2023
Q2 | $1.03M | Buy |
38,044
+1,270
| +3% | +$34.5K | 1% | 8 |
|
|
2023
Q1 | $937K | Hold |
36,774
| – | – | 0.94% | 7 |
|
|
2022
Q4 | $893K | Hold |
36,774
| – | – | 0.95% | 7 |
|
|
2022
Q3 | $818K | Hold |
36,774
| – | – | 0.96% | 7 |
|
|
2022
Q2 | $857K | Hold |
36,774
| – | – | 0.95% | 7 |
|
|
2022
Q1 | $1.01M | Sell |
36,774
-1,739
| -5% | -$48K | 0.98% | 7 |
|
|
2021
Q4 | $1.12M | Buy |
+38,513
| New | +$1.12M | 1.01% | 7 |
|