CFO
CVA Family Office’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 | $16.7M | Buy |
465,257
+13,457
| +3% | +$482K | 2.34% | 8 |
|
|
2025
Q1 | $14.9M | Sell |
451,800
-354
| -0.1% | -$11.7K | 2.28% | 6 |
|
|
2024
Q4 | $15.6M | Sell |
452,154
-113,287
| -20% | -$3.92M | 2.48% | 6 |
|
|
2024
Q3 | $19.4M | Buy |
565,441
+66,892
| +13% | +$2.29M | 3.15% | 6 |
|
|
2024
Q2 | $16.1M | Sell |
498,549
-23,990
| -5% | -$773K | 2.89% | 6 |
|
|
2024
Q1 | $16.7M | Buy |
522,539
+533
| +0.1% | +$17K | 2.98% | 6 |
|
|
2023
Q4 | $15.3M | Buy |
522,006
+1,188
| +0.2% | +$34.7K | 2.98% | 5 |
|
|
2023
Q3 | $13.6M | Buy |
520,818
+925
| +0.2% | +$24.2K | 3.11% | 5 |
|
|
2023
Q2 | $14.1M | Buy |
519,893
+12,702
| +3% | +$345K | 2.96% | 5 |
|
|
2023
Q1 | $12.9M | Buy |
507,191
+24,032
| +5% | +$612K | 2.89% | 4 |
|
|
2022
Q4 | $11.7M | Buy |
483,159
+58,281
| +14% | +$1.42M | 2.84% | 6 |
|
|
2022
Q3 | $9.45M | Sell |
424,878
-90,286
| -18% | -$2.01M | 2.57% | 5 |
|
|
2022
Q2 | $12M | Buy |
515,164
+5,383
| +1% | +$125K | 3.26% | 4 |
|
|
2022
Q1 | $14.1M | Buy |
509,781
+57,082
| +13% | +$1.57M | 3.36% | 5 |
|
|
2021
Q4 | $13.1M | Buy |
+452,699
| New | +$13.1M | 3.26% | 5 |
|
|
2021
Q3 | – | Sell |
-404,245
| Closed | -$10.9M | – | 482 |
|
|
2021
Q2 | $10.9M | Buy |
+404,245
| New | +$10.9M | 3.1% | 5 |
|