Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $330K | Buy |
|