HFP
Holistic Financial Partners’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 | $311K | Buy |
8,671
+25
| +0.3% | +$896 | 0.14% | 88 |
|
|
2025
Q1 | $285K | Sell |
8,646
-20
| -0.2% | -$660 | 0.14% | 86 |
|
|
2024
Q4 | $300K | Buy |
8,666
+25
| +0.3% | +$865 | 0.15% | 85 |
|
|
2024
Q3 | $296K | Sell |
8,641
-11
| -0.1% | -$377 | 0.14% | 85 |
|
|
2024
Q2 | $279K | Buy |
8,652
+20
| +0.2% | +$645 | 0.14% | 85 |
|
|
2024
Q1 | $276K | Sell |
8,632
-100
| -1% | -$3.2K | 0.14% | 89 |
|
|
2023
Q4 | $255K | Sell |
8,732
-66
| -0.8% | -$1.93K | 0.15% | 88 |
|
|
2023
Q3 | $231K | Sell |
8,798
-107
| -1% | -$2.8K | 0.15% | 89 |
|
|
2023
Q2 | $242K | Buy |
8,905
+27
| +0.3% | +$733 | 0.17% | 84 |
|
|
2023
Q1 | $226K | Buy |
8,878
+21
| +0.2% | +$535 | 0.18% | 87 |
|
|
2022
Q4 | $215K | Buy |
+8,857
| New | +$215K | 0.19% | 83 |
|