GM
GeoWealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173M | Sell |
4,813,209
-459,321
| -9% | -$16.5M | 6.73% | 3 |
|
|
2025
Q1 | $174M | Sell |
5,272,530
-91,157
| -2% | -$3.01M | 6.99% | 2 |
|
|
2024
Q4 | $186M | Buy |
5,363,687
+2,911,905
| +119% | +$101M | 6.07% | 2 |
|
|
2024
Q3 | $84.1M | Sell |
2,451,782
-360,033
| -13% | -$12.3M | 2.97% | 6 |
|
|
2024
Q2 | $90.7M | Sell |
2,811,815
-41,329
| -1% | -$1.33M | 3.94% | 4 |
|
|
2024
Q1 | $91.2M | Buy |
+2,853,144
| New | +$91.2M | 3.53% | 4 |
|