Drive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,410
| Closed | -$271K | – | 328 |
|
|
2024
Q2 | $271K | Buy |
+8,410
| New | +$271K | 0.07% | 223 |
|
|
2024
Q1 | – | Sell |
-8,370
| Closed | -$245K | – | 322 |
|
|
2023
Q4 | $245K | Sell |
8,370
-1,556
| -16% | -$45.5K | 0.08% | 237 |
|
|
2023
Q3 | $260K | Sell |
9,926
-1,692
| -15% | -$44.3K | 0.1% | 196 |
|
|
2023
Q2 | $315K | Sell |
11,618
-469
| -4% | -$12.7K | 0.12% | 167 |
|
|
2023
Q1 | $308K | Buy |
12,087
+165
| +1% | +$4.2K | 0.13% | 168 |
|
|
2022
Q4 | $289K | Buy |
+11,922
| New | +$289K | 0.14% | 162 |
|