Clifford Swan Investment Counsel’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 | $713K | Sell |
19,902
-455
| -2% | -$16.3K | 0.03% | 193 |
|
|
2025
Q1 | $672K | Hold |
20,357
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $704K | Sell |
20,357
-954
| -4% | -$33K | 0.03% | 194 |
|
|
2024
Q3 | $731K | Hold |
21,311
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $687K | Hold |
21,311
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $681K | Hold |
21,311
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $623K | Sell |
21,311
-140
| -0.7% | -$4.09K | 0.02% | 197 |
|
|
2023
Q3 | $562K | Hold |
21,451
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $582K | Hold |
21,451
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $547K | Hold |
21,451
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $521K | Buy |
+21,451
| New | +$521K | 0.02% | 209 |
|