Carmel Capital Partners’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
2022
Q2
Sell
-20,939
Closed -$577K 117
2022
Q1
$577K Hold
20,939
0.48% 59
2021
Q4
$607K Buy
+20,939
New +$591K 0.45% 56

Other funds holding DFAC

Carmel Capital Partners's DFAC Position: Q2 2022 in Review

Carmel Capital Partners sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2022, closing a stake of 20,939 shares — an estimated $577K sold.

Carmel Capital Partners first reported a position in DFAC in Q4 2021 and held it in 2 quarters. The position peaked at $607K in Q4 2021. 548 funds tracked by Wall St. Rank hold DFAC as of Q2 2022.

  • Carmel Capital Partners reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2022 after selling out during the quarter.
  • Carmel Capital Partners sold 20,939 Dimensional US Core Equity 2 ETF shares in Q2 2022, an estimated $577K.
  • Carmel Capital Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and held it in 2 quarters.
  • Carmel Capital Partners's Dimensional US Core Equity 2 ETF position peaked at $607K in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2022.

Based on Carmel Capital Partners's 13F filing for Q2 2022, filed 11 Jul 2022.