Essential Planning’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 | $3.99M | Buy |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $139M | Buy |
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|
2024
Q3 | $1.98M | Buy |
|
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|
2024
Q2 | $1.43M | Buy |
|
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $375K | Buy |
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