Concord Wealth Partners’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
Q2
$3.02M Buy
2025
Q1
$2.72M Sell
2024
Q4
$2.95M Buy
2024
Q3
$2.92M Buy
2024
Q2
$2.74M Buy
2024
Q1
$2.71M Sell
2023
Q4
$2.56M Sell
2023
Q3
$2.84M Buy
2023
Q2
$2.83M Buy
2023
Q1
$2.62M Buy
2022
Q4
$2.31M Sell
2022
Q3
$2.34M Buy
2022
Q2
$2.37M Buy
2022
Q1
Sell
2021
Q4
$2.94M Buy