Elevate Wealth Advisory’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 | $837K | Buy |
23,349
+20
| +0.1% | +$717 | 0.6% | 33 |
|
|
2025
Q1 | $770K | Sell |
23,329
-36
| -0.2% | -$1.19K | 0.55% | 35 |
|
|
2024
Q4 | $808K | Sell |
23,365
-769
| -3% | -$26.6K | 0.61% | 33 |
|
|
2024
Q3 | $828K | Sell |
24,134
-2,819
| -10% | -$96.7K | 0.61% | 32 |
|
|
2024
Q2 | $869K | Buy |
26,953
+239
| +0.9% | +$7.71K | 0.71% | 30 |
|
|
2024
Q1 | $854K | Sell |
26,714
-3,317
| -11% | -$106K | 0.74% | 30 |
|
|
2023
Q4 | $878K | Buy |
+30,031
| New | +$878K | 0.8% | 31 |
|