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IMS Capital Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

IMS Capital Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,706
Closed -$225K – 148
2023
Q4 		$225K Buy
+7,706
New +$209K 0.11% 137

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FPAS
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SIC
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RWM
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IMS Capital Management's DFAC Position: Q1 2024 in Review

IMS Capital Management sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2024, closing a stake of 7,706 shares — an estimated $225K sold.

IMS Capital Management first reported a position in DFAC in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 800 funds tracked by Wall St. Rank hold DFAC as of Q1 2024.

  • IMS Capital Management reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2024 after selling out during the quarter.
  • IMS Capital Management sold 7,706 Dimensional US Core Equity 2 ETF shares in Q1 2024, an estimated $225K.
  • IMS Capital Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2023 and held it in 1 quarter.
  • IMS Capital Management's Dimensional US Core Equity 2 ETF position peaked at $225K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2024.

Based on IMS Capital Management's 13F filing for Q1 2024, filed 13 Jun 2024.