CFA
Cahill Financial Advisors’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 | $26M | Buy |
725,921
+61,382
| +9% | +$2.2M | 3.23% | 7 |
|
2025
Q1 | $21.9M | Buy |
664,539
+25,787
| +4% | +$851K | 2.98% | 7 |
|
2024
Q4 | $22.1M | Sell |
638,752
-46,836
| -7% | -$1.62M | 2.99% | 8 |
|
2024
Q3 | $23.5M | Buy |
685,588
+33,455
| +5% | +$1.15M | 3.22% | 7 |
|
2024
Q2 | $21M | Buy |
652,133
+17,716
| +3% | +$571K | 2.88% | 8 |
|
2024
Q1 | $20.3M | Buy |
634,417
+59,846
| +10% | +$1.91M | 2.76% | 8 |
|
2023
Q4 | $16.8M | Buy |
574,571
+51,803
| +10% | +$1.51M | 2.48% | 10 |
|
2023
Q3 | $13.7M | Buy |
522,768
+14,360
| +3% | +$376K | 2.28% | 12 |
|
2023
Q2 | $13.8M | Buy |
508,408
+33,876
| +7% | +$920K | 2.23% | 13 |
|
2023
Q1 | $12.1M | Buy |
474,532
+15,706
| +3% | +$400K | 2.15% | 13 |
|
2022
Q4 | $11.1M | Buy |
458,826
+47,863
| +12% | +$1.16M | 2.14% | 14 |
|
2022
Q3 | $9.14M | Sell |
410,963
-11,294
| -3% | -$251K | 1.93% | 14 |
|
2022
Q2 | $9.84M | Buy |
422,257
+34,704
| +9% | +$809K | 2.09% | 12 |
|
2022
Q1 | $10.7M | Buy |
387,553
+29,871
| +8% | +$824K | 2.01% | 14 |
|
2021
Q4 | $10.4M | Buy |
357,682
+68,485
| +24% | +$1.98M | 2% | 12 |
|
2021
Q3 | $7.68M | Buy |
289,197
+14,562
| +5% | +$387K | 1.57% | 14 |
|
2021
Q2 | $7.41M | Buy |
+274,635
| New | +$7.41M | 1.67% | 14 |
|