Evercore Wealth Management’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 | $365K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $349K | Hold |
|
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $275K | Buy |
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