Chico Wealth RIA’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7M | Buy |
1,639,124
+14,605
| +0.9% | +$523K | 46.46% | 1 |
|
|
2025
Q1 | $53.6M | Buy |
1,624,519
+30,945
| +2% | +$1.02M | 46.51% | 1 |
|
|
2024
Q4 | $55.1M | Buy |
1,593,574
+43,400
| +3% | +$1.5M | 48.19% | 1 |
|
|
2024
Q3 | $53.2M | Buy |
1,550,174
+17,204
| +1% | +$590K | 45.47% | 1 |
|
|
2024
Q2 | $49.4M | Buy |
1,532,970
+55,159
| +4% | +$1.78M | 45.28% | 1 |
|
|
2024
Q1 | $47.2M | Buy |
1,477,811
+74,474
| +5% | +$2.38M | 44.65% | 1 |
|
|
2023
Q4 | $41M | Sell |
1,403,337
-5,419
| -0.4% | -$158K | 42.74% | 1 |
|
|
2023
Q3 | $36.9M | Buy |
1,408,756
+32,089
| +2% | +$841K | 44.15% | 1 |
|
|
2023
Q2 | $37.4M | Buy |
1,376,667
+88,684
| +7% | +$2.41M | 44.54% | 1 |
|
|
2023
Q1 | $32.8M | Sell |
1,287,983
-303,389
| -19% | -$7.73M | 42.22% | 1 |
|
|
2022
Q4 | $38.6M | Buy |
1,591,372
+106,182
| +7% | +$2.58M | 43.21% | 1 |
|
|
2022
Q3 | $33M | Buy |
1,485,190
+151,003
| +11% | +$3.36M | 38.35% | 1 |
|
|
2022
Q2 | $31.1M | Buy |
1,334,187
+347,727
| +35% | +$8.1M | 25.26% | 1 |
|
|
2022
Q1 | $27.2M | Buy |
+986,460
| New | +$27.2M | 21.81% | 1 |
|