Financial Synergies Wealth Advisors’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 | $1.16M | Buy |
32,441
+96
| +0.3% | +$3.44K | 0.13% | 46 |
|
|
2025
Q1 | $1.07M | Buy |
32,345
+624
| +2% | +$20.6K | 0.13% | 41 |
|
|
2024
Q4 | $1.1M | Buy |
31,721
+91
| +0.3% | +$3.15K | 0.14% | 40 |
|
|
2024
Q3 | $1.08M | Buy |
31,630
+87
| +0.3% | +$2.98K | 0.13% | 39 |
|
|
2024
Q2 | $1.02M | Buy |
31,543
+95
| +0.3% | +$3.06K | 0.14% | 42 |
|
|
2024
Q1 | $1M | Buy |
31,448
+472
| +2% | +$15.1K | 0.13% | 42 |
|
|
2023
Q4 | $752K | Sell |
30,976
-297
| -0.9% | -$7.21K | 0.12% | 45 |
|
|
2023
Q3 | $819K | Buy |
31,273
+114
| +0.4% | +$2.99K | 0.12% | 43 |
|
|
2023
Q2 | $846K | Buy |
31,159
+108
| +0.3% | +$2.93K | 0.12% | 41 |
|
|
2023
Q1 | $791K | Buy |
31,051
+75
| +0.2% | +$1.91K | 0.12% | 43 |
|
|
2022
Q4 | $752K | Buy |
30,976
+157
| +0.5% | +$3.81K | 0.12% | 45 |
|
|
2022
Q3 | $685K | Buy |
30,819
+119
| +0.4% | +$2.65K | 0.12% | 45 |
|
|
2022
Q2 | $715K | Buy |
+30,700
| New | +$715K | 0.12% | 45 |
|
|
2022
Q1 | – | Sell |
-30,568
| Closed | -$886K | – | 60 |
|
|
2021
Q4 | $886K | Buy |
30,568
+124
| +0.4% | +$3.59K | 0.12% | 40 |
|
|
2021
Q3 | $809K | Buy |
30,444
+85
| +0.3% | +$2.26K | 0.11% | 37 |
|
|
2021
Q2 | $819K | Buy |
+30,359
| New | +$819K | 0.11% | 35 |
|