Caerus Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
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|
2025
Q1 | $4.17M | Hold |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $4.33M | Hold |
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|
2024
Q2 | $4.07M | Hold |
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|
2024
Q1 | $4.03M | Hold |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.23M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $4.37M | Buy |
|