Clearstead Advisors’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 | $303K | Hold |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $173K | Sell |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $267K | Buy |
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