Elk River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Hold |
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|
2025
Q2 | $203K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $279K | Buy |
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