Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.08M | Sell |
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|
2024
Q3 | $5.16M | Hold |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.51M | Sell |
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|
2023
Q3 | $4.1M | Hold |
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|
2023
Q2 | $4.25M | Sell |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $3.92M | Sell |
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|
2022
Q3 | $3.75M | Buy |
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|
2022
Q2 | $3.92M | Sell |
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $4.91M | Buy |
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