Holistic Financial Partners’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
Q2 | $311K | Buy |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $215K | Buy |
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