Geneos Wealth Management’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 | $22.9M | Buy |
|
|||||
|
2025
Q2 | $21.1M | Sell |
|
|||||
|
2025
Q1 | $39.4M | Buy |
|
|||||
|
2024
Q4 | $19.6M | Buy |
|
|||||
|
2024
Q3 | $19.1M | Buy |
|
|||||
|
2024
Q2 | $13.7M | Buy |
|
|||||
|
2024
Q1 | $3.46M | Buy |
|
|||||
|
2023
Q4 | $2.46M | Sell |
|
|||||
|
2023
Q3 | $2.46M | Sell |
|
|||||
|
2023
Q2 | $3.06M | Buy |
|
|||||
|
2023
Q1 | $2.86M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $84K | Buy |
|