CarsonAllaria Wealth Management’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
Q3 | $925K | Buy |
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|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $788K | Sell |
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|
2024
Q4 | $853K | Sell |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $814K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $627K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $761K | Buy |
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