Institute for Wealth Management’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
Q3 | $920K | Sell |
|
|||||
|
2025
Q2 | $856K | Sell |
|
|||||
|
2025
Q1 | $884K | Buy |
|
|||||
|
2024
Q4 | $927K | Buy |
|
|||||
|
2024
Q3 | $918K | Buy |
|
|||||
|
2024
Q2 | $863K | Hold |
|
|||||
|
2024
Q1 | $855K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $203K | Sell |
|
|||||
|
2021
Q4 | $215K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $200K | Buy |
|