Financial Advocates Investment Management’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 | $2.91M | Sell |
81,092
-1,450
| -2% | -$52K | 0.24% | 97 |
|
|
2025
Q1 | $2.72M | Sell |
82,542
-18
| -0% | -$594 | 0.19% | 126 |
|
|
2024
Q4 | $2.86M | Sell |
82,560
-3,632
| -4% | -$126K | 0.16% | 141 |
|
|
2024
Q3 | $2.96M | Sell |
86,192
-2,610
| -3% | -$89.5K | 0.17% | 132 |
|
|
2024
Q2 | $2.86M | Sell |
88,802
-4,110
| -4% | -$133K | 0.18% | 126 |
|
|
2024
Q1 | $2.97M | Sell |
92,912
-1,331
| -1% | -$42.5K | 0.17% | 132 |
|
|
2023
Q4 | $2.75M | Sell |
94,243
-1,527
| -2% | -$44.6K | 0.18% | 127 |
|
|
2023
Q3 | $2.51M | Sell |
95,770
-6,690
| -7% | -$175K | 0.18% | 130 |
|
|
2023
Q2 | $2.78M | Sell |
102,460
-81,540
| -44% | -$2.21M | 0.2% | 123 |
|
|
2023
Q1 | $4.69M | Sell |
184,000
-30,412
| -14% | -$775K | 0.34% | 63 |
|
|
2022
Q4 | $5.21M | Sell |
214,412
-164,027
| -43% | -$3.98M | 0.39% | 61 |
|
|
2022
Q3 | $8.42M | Buy |
378,439
+8,087
| +2% | +$180K | 0.69% | 24 |
|
|
2022
Q2 | $8.63M | Buy |
+370,352
| New | +$8.63M | 0.7% | 20 |
|
|
2022
Q1 | – | Sell |
-376,251
| Closed | -$10.9M | – | 745 |
|
|
2021
Q4 | $10.9M | Buy |
376,251
+62,418
| +20% | +$1.81M | 0.69% | 19 |
|
|
2021
Q3 | $8.34M | Buy |
313,833
+5,042
| +2% | +$134K | 0.56% | 27 |
|
|
2021
Q2 | $8.33M | Buy |
+308,791
| New | +$8.33M | 0.56% | 28 |
|