CFA
Capstone 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 | $192M | Sell |
5,357,309
-210,295
| -4% | -$7.54M | 11.13% | 3 |
|
|
2025
Q1 | $184M | Buy |
5,567,604
+16,034
| +0.3% | +$529K | 11.53% | 3 |
|
|
2024
Q4 | $192M | Buy |
5,551,570
+4,559
| +0.1% | +$158K | 11.86% | 3 |
|
|
2024
Q3 | $190M | Buy |
5,547,011
+333,535
| +6% | +$11.4M | 11.7% | 3 |
|
|
2024
Q2 | $168M | Sell |
5,213,476
-93,655
| -2% | -$3.02M | 11.1% | 3 |
|
|
2024
Q1 | $170M | Buy |
5,307,131
+3,053
| +0.1% | +$97.5K | 11.39% | 3 |
|
|
2023
Q4 | $155M | Buy |
5,304,078
+34,343
| +0.7% | +$1M | 11.1% | 3 |
|
|
2023
Q3 | $138M | Sell |
5,269,735
-49,008
| -0.9% | -$1.28M | 10.89% | 3 |
|
|
2023
Q2 | $144M | Buy |
5,318,743
+47,360
| +0.9% | +$1.29M | 10.85% | 3 |
|
|
2023
Q1 | $134M | Buy |
5,271,383
+76,076
| +1% | +$1.94M | 10.62% | 3 |
|
|
2022
Q4 | $126M | Buy |
5,195,307
+90,164
| +2% | +$2.19M | 10.67% | 3 |
|
|
2022
Q3 | $114M | Buy |
5,105,143
+919,823
| +22% | +$20.5M | 10.47% | 3 |
|
|
2022
Q2 | $97.5M | Sell |
4,185,320
-541,656
| -11% | -$12.6M | 8.3% | 3 |
|
|
2022
Q1 | $130M | Buy |
4,726,976
+126,172
| +3% | +$3.48M | 9.46% | 3 |
|
|
2021
Q4 | $133M | Buy |
4,600,804
+212,503
| +5% | +$6.16M | 9.64% | 3 |
|
|
2021
Q3 | $117M | Buy |
4,388,301
+318,008
| +8% | +$8.45M | 9.13% | 4 |
|
|
2021
Q2 | $110M | Buy |
+4,070,293
| New | +$110M | 8.67% | 4 |
|