Elwood & Goetz Wealth Advisory Group’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 | $1.07M | Buy |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $352K | Buy |
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