CBFP
Cedar Brook Financial Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,560
| Closed | -$689K | – | 105 |
|
|
2024
Q1 | $689K | Buy |
21,560
+1,839
| +9% | +$58.8K | 0.14% | 165 |
|
|
2023
Q4 | $571K | Sell |
19,721
-655
| -3% | -$19K | 0.13% | 172 |
|
|
2023
Q3 | $534K | Sell |
20,376
-703
| -3% | -$18.4K | 0.14% | 163 |
|
|
2023
Q2 | $572K | Buy |
21,079
+649
| +3% | +$17.6K | 0.14% | 158 |
|
|
2023
Q1 | $521K | Buy |
20,430
+49
| +0.2% | +$1.25K | 0.13% | 175 |
|
|
2022
Q4 | $495K | Sell |
20,381
-3,697
| -15% | -$89.8K | 0.14% | 174 |
|
|
2022
Q3 | $535K | Buy |
24,078
+3,879
| +19% | +$86.3K | 0.17% | 152 |
|
|
2022
Q2 | $471K | Sell |
20,199
-250
| -1% | -$5.83K | 0.15% | 174 |
|
|
2022
Q1 | $564K | Sell |
20,449
-375
| -2% | -$10.3K | 0.15% | 165 |
|
|
2021
Q4 | $603K | Sell |
20,824
-317
| -1% | -$9.18K | 0.15% | 160 |
|
|
2021
Q3 | $562K | Sell |
21,141
-1,308
| -6% | -$34.8K | 0.17% | 151 |
|
|
2021
Q2 | $606K | Buy |
+22,449
| New | +$606K | 0.18% | 147 |
|