EP
Essential Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
111,426
+23,154
| +26% | +$830K | 1.49% | 15 |
|
|
2025
Q1 | $2.91M | Sell |
88,272
-3,852,398
| -98% | -$127M | 1.17% | 17 |
|
|
2024
Q4 | $139M | Buy |
3,940,670
+3,882,889
| +6,720% | +$137M | 0.9% | 18 |
|
|
2024
Q3 | $1.98M | Buy |
57,781
+13,544
| +31% | +$464K | 0.81% | 19 |
|
|
2024
Q2 | $1.43M | Buy |
44,237
+7,729
| +21% | +$249K | 0.63% | 21 |
|
|
2024
Q1 | $1.07M | Hold |
36,508
| – | – | 0.53% | 23 |
|
|
2023
Q4 | $1.07M | Buy |
36,508
+18,164
| +99% | +$531K | 0.54% | 23 |
|
|
2023
Q3 | $481K | Buy |
18,344
+3,204
| +21% | +$83.9K | 0.27% | 34 |
|
|
2023
Q2 | $411K | Sell |
15,140
-4,435
| -23% | -$120K | 0.23% | 32 |
|
|
2023
Q1 | $376K | Buy |
19,575
+2,763
| +16% | +$53.1K | 0.23% | 34 |
|
|
2022
Q4 | $342K | Hold |
16,812
| – | – | 0.26% | 32 |
|
|
2022
Q3 | $375K | Buy |
+16,812
| New | +$375K | 2.16% | 10 |
|