Foster Victor 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 | $624K | Buy |
17,118
+51
| +0.3% | +$1.86K | 0.04% | 131 |
|
|
2025
Q1 | $531K | Buy |
17,067
+42
| +0.2% | +$1.31K | 0.04% | 131 |
|
|
2024
Q4 | $604K | Buy |
17,025
+49
| +0.3% | +$1.74K | 0.05% | 124 |
|
|
2024
Q3 | $584K | Buy |
16,976
+47
| +0.3% | +$1.62K | 0.05% | 123 |
|
|
2024
Q2 | $573K | Buy |
16,929
+50
| +0.3% | +$1.69K | 0.05% | 125 |
|
|
2024
Q1 | $529K | Buy |
16,879
+35
| +0.2% | +$1.1K | 0.05% | 115 |
|
|
2023
Q4 | $489K | Buy |
16,844
+59
| +0.4% | +$1.71K | 0.05% | 116 |
|
|
2023
Q3 | $438K | Buy |
16,785
+62
| +0.4% | +$1.62K | 0.05% | 108 |
|
|
2023
Q2 | $453K | Buy |
16,723
+58
| +0.3% | +$1.57K | 0.05% | 111 |
|
|
2023
Q1 | $421K | Sell |
16,665
-131
| -0.8% | -$3.31K | 0.05% | 113 |
|
|
2022
Q4 | $416K | Buy |
16,796
+255
| +2% | +$6.31K | 0.05% | 107 |
|
|
2022
Q3 | $387K | Buy |
16,541
+64
| +0.4% | +$1.5K | 0.06% | 105 |
|
|
2022
Q2 | $388K | Buy |
+16,477
| New | +$388K | 0.06% | 104 |
|
|
2022
Q1 | – | Sell |
-16,379
| Closed | -$472K | – | 140 |
|
|
2021
Q4 | $472K | Buy |
16,379
+66
| +0.4% | +$1.9K | 0.06% | 105 |
|
|
2021
Q3 | $433K | Buy |
+16,313
| New | +$433K | 0.07% | 105 |
|