CIBC Private Wealth Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
15,266
+12,723
| +500% | +$456K | ﹤0.01% | 814 |
|
|
2025
Q1 | $74.1K | Hold |
2,543
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q4 | $88.6K | Sell |
2,543
-2,365
| -48% | -$82.4K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $168K | Hold |
4,908
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q2 | $160K | Sell |
4,908
-13,128
| -73% | -$427K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $574K | Buy |
18,036
+3,030
| +20% | +$96.4K | ﹤0.01% | 797 |
|
|
2023
Q4 | $439K | Hold |
15,006
| – | – | ﹤0.01% | 832 |
|
|
2023
Q3 | $393K | Sell |
15,006
-1,099
| -7% | -$28.8K | ﹤0.01% | 811 |
|
|
2023
Q2 | $437K | Hold |
16,105
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $410K | Buy |
16,105
+2,365
| +17% | +$60.3K | ﹤0.01% | 739 |
|
|
2022
Q4 | $334K | Hold |
13,740
| – | – | ﹤0.01% | 669 |
|
|
2022
Q3 | $306K | Hold |
13,740
| – | – | ﹤0.01% | 783 |
|
|
2022
Q2 | $320K | Sell |
13,740
-7,596
| -36% | -$177K | ﹤0.01% | 786 |
|
|
2022
Q1 | $588K | Sell |
21,336
-14,195
| -40% | -$391K | ﹤0.01% | 715 |
|
|
2021
Q4 | $1.03M | Buy |
35,531
+13,997
| +65% | +$406K | ﹤0.01% | 639 |
|
|
2021
Q3 | $572K | Sell |
21,534
-12,010
| -36% | -$319K | ﹤0.01% | 714 |
|
|
2021
Q2 | $905K | Buy |
+33,544
| New | +$905K | ﹤0.01% | 685 |
|