Grand Wealth Management’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
$73.3M Sell
2,045,117
-66,439
-3% -$2.38M 37.68% 1
2025
Q1
$69.7M Sell
2,111,556
-69,763
-3% -$2.3M 38.28% 1
2024
Q4
$75.5M Buy
2,181,319
+55,995
+3% +$1.94M 42.05% 1
2024
Q3
$72.9M Sell
2,125,324
-102,397
-5% -$3.51M 41.11% 1
2024
Q2
$71.8M Sell
2,227,721
-388,157
-15% -$12.5M 42.64% 1
2024
Q1
$83.6M Buy
2,615,878
+230,556
+10% +$7.37M 39.86% 1
2023
Q4
$69.7M Sell
2,385,322
-10,597
-0.4% -$310K 37.85% 1
2023
Q3
$62.8M Sell
2,395,919
-10,047
-0.4% -$263K 38.44% 1
2023
Q2
$65.3M Sell
2,405,966
-94,093
-4% -$2.55M 38.84% 1
2023
Q1
$63.7M Sell
2,500,059
-90,026
-3% -$2.29M 38.29% 1
2022
Q4
$62.9M Buy
2,590,085
+59,319
+2% +$1.44M 39.12% 1
2022
Q3
$56.3M Sell
2,530,766
-11,561
-0.5% -$257K 29.58% 1
2022
Q2
$59.2M Sell
2,542,327
-127,276
-5% -$2.97M 30.11% 1
2022
Q1
$73.6M Sell
2,669,603
-69,218
-3% -$1.91M 34.41% 1
2021
Q4
$79.3M Buy
+2,738,821
New +$79.3M 35.58% 1