Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,540
| Closed | -$361K | – | 689 |
|
|
2024
Q3 | $361K | Sell |
10,540
-728
| -6% | -$24.9K | 0.11% | 174 |
|
|
2024
Q2 | $363K | Buy |
11,268
+2,940
| +35% | +$94.7K | 0.1% | 168 |
|
|
2024
Q1 | $266K | Hold |
8,328
| – | – | 0.08% | 206 |
|
|
2023
Q4 | $243K | Buy |
8,328
+738
| +10% | +$21.5K | 0.08% | 213 |
|
|
2023
Q3 | $199K | Buy |
+7,590
| New | +$199K | 0.07% | 220 |
|
|
2023
Q1 | $215K | Buy |
+8,433
| New | +$215K | 0.08% | 191 |
|