Family Wealth Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Hold |
61,978
| – | – | 0.89% | 25 |
|
|
2025
Q1 | $2.04M | Buy |
61,978
+1,382
| +2% | +$45.6K | 0.93% | 25 |
|
|
2024
Q4 | $2.1M | Hold |
60,596
| – | – | 1% | 25 |
|
|
2024
Q3 | $2.08M | Hold |
60,596
| – | – | 1.06% | 26 |
|
|
2024
Q2 | $1.95M | Hold |
60,596
| – | – | 1.01% | 26 |
|
|
2024
Q1 | $1.94M | Hold |
60,596
| – | – | 1.1% | 25 |
|
|
2023
Q4 | $1.77M | Buy |
+60,596
| New | +$1.77M | 1.37% | 27 |
|