EP Wealth Advisors’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
Q2 | $46.6M | Sell |
|
|||||
|
2025
Q1 | $48.5M | Buy |
|
|||||
|
2024
Q4 | $40.9M | Buy |
|
|||||
|
2024
Q3 | $33.5M | Sell |
|
|||||
|
2024
Q2 | $32.1M | Buy |
|
|||||
|
2024
Q1 | $31.7M | Buy |
|
|||||
|
2023
Q4 | $28.7M | Sell |
|
|||||
|
2023
Q3 | $25.8M | Buy |
|
|||||
|
2023
Q2 | $29.6M | Buy |
|
|||||
|
2023
Q1 | $323K | Sell |
|
|||||
|
2022
Q4 | $26.5M | Sell |
|
|||||
|
2022
Q3 | $25.6M | Sell |
|
|||||
|
2022
Q2 | $27M | Sell |
|
|||||
|
2022
Q1 | $32.3M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $5.82M | Buy |
|