FSM 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 | $1.2M | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $977K | Buy |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $885K | Buy |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | $825K | Hold |
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|
2023
Q1 | $770K | Hold |
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|
2022
Q4 | $734K | Buy |
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|
2022
Q3 | $593K | Buy |
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