Elevation 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
Q3 | $830K | Buy |
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|
2025
Q2 | $770K | Buy |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $38.6K | Buy |
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|
2024
Q2 | $36.3K | Buy |
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|
2024
Q1 | $35.9K | Buy |
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|
2023
Q4 | $29.3K | Hold |
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|
2023
Q3 | $29.3K | Sell |
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|
2023
Q2 | $52.8K | Buy |
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|
2023
Q1 | $46.2K | Buy |
|