Great Oak Capital Partners’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 | $2.16M | Sell |
59,296
-4,632
| -7% | -$169K | 0.62% | 14 |
|
|
2025
Q1 | $2.2M | Hold |
63,928
| – | – | 0.74% | 14 |
|
|
2024
Q4 | $2.2M | Sell |
63,928
-13,102
| -17% | -$451K | 0.74% | 14 |
|
|
2024
Q3 | $2.64M | Sell |
77,030
-6,232
| -7% | -$214K | 0.91% | 14 |
|
|
2024
Q2 | $2.66M | Sell |
83,262
-17,120
| -17% | -$546K | 1% | 15 |
|
|
2024
Q1 | $3.21M | Buy |
100,382
+6,103
| +6% | +$195K | 1.42% | 14 |
|
|
2023
Q4 | $2.76M | Buy |
+94,279
| New | +$2.76M | 1.47% | 14 |
|