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Ellevest Inc’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ellevest Inc’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,410
Closed -$112K – 670
2023
Q1 		$112K Hold
4,410
– – 0.01% 420
2022
Q4 		$107K Hold
4,410
– – 0.01% 419
2022
Q3 		$98K Buy
+4,410
New +$108K 0.01% 418

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Ellevest Inc's DFAC Position: Q2 2023 in Review

Ellevest Inc sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q2 2023, closing a stake of 4,410 shares — an estimated $112K sold.

Ellevest Inc first reported a position in DFAC in Q3 2022 and held it in 3 quarters. The position peaked at $112K in Q1 2023. 668 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • Ellevest Inc reported no remaining Dimensional US Core Equity 2 ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 4,410 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $112K.
  • Ellevest Inc first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Dimensional US Core Equity 2 ETF position peaked at $112K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.