IHT Wealth Management’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 | $1.57M | Buy |
43,865
+6
| +0% | +$215 | 0.04% | 368 |
|
|
2025
Q1 | $1.45M | Buy |
43,859
+5
| +0% | +$165 | 0.05% | 365 |
|
|
2024
Q4 | $1.52M | Sell |
43,854
-11,545
| -21% | -$399K | 0.05% | 334 |
|
|
2024
Q3 | $1.9M | Buy |
55,399
+9,412
| +20% | +$322K | 0.05% | 335 |
|
|
2024
Q2 | $1.48M | Sell |
45,987
-18,870
| -29% | -$608K | 0.06% | 335 |
|
|
2024
Q1 | $2.07M | Buy |
64,857
+13,421
| +26% | +$429K | 0.08% | 242 |
|
|
2023
Q4 | $1.5M | Sell |
51,436
-12,189
| -19% | -$356K | 0.07% | 283 |
|
|
2023
Q3 | $1.67M | Buy |
63,625
+6,508
| +11% | +$171K | 0.08% | 226 |
|
|
2023
Q2 | $1.55M | Sell |
57,117
-4,962
| -8% | -$135K | 0.08% | 234 |
|
|
2023
Q1 | $1.58M | Buy |
62,079
+2,820
| +5% | +$71.9K | 0.09% | 223 |
|
|
2022
Q4 | $1.44M | Buy |
59,259
+468
| +0.8% | +$11.4K | 0.09% | 228 |
|
|
2022
Q3 | $1.31M | Buy |
58,791
+24,465
| +71% | +$544K | 0.1% | 228 |
|
|
2022
Q2 | $800K | Buy |
+34,326
| New | +$800K | 0.07% | 280 |
|
|
2022
Q1 | – | Sell |
-34,326
| Closed | -$994K | – | 787 |
|
|
2021
Q4 | $994K | Buy |
34,326
+9,200
| +37% | +$266K | 0.07% | 261 |
|
|
2021
Q3 | $668K | Sell |
25,126
-4,751
| -16% | -$126K | 0.05% | 335 |
|
|
2021
Q2 | $806K | Buy |
+29,877
| New | +$806K | 0.05% | 380 |
|