Exencial 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
Q3
$2.67M Sell
2025
Q2
$2.53M Buy
2025
Q1
$2.31M Buy
2024
Q4
$1.84M Buy
2024
Q3
$1.27M Buy
2024
Q2
$1.16M Buy
2024
Q1
$1.05M Buy
2023
Q4
$928K Buy
2023
Q3
$659K Buy
2023
Q2
$586K Buy
2023
Q1
$315K Buy
2022
Q4
$300K Buy
2022
Q3
$273K Buy
2022
Q2
$286K Buy
2022
Q1
$311K Buy
2021
Q4
$326K Buy
2021
Q3
Sell
2021
Q2
$308K Buy