IFS
Intelligent Financial Strategies’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 | $3.36M | Buy |
93,828
+16,676
| +22% | +$598K | 1.78% | 11 |
|
|
2025
Q1 | $2.55M | Buy |
77,152
+9
| +0% | +$297 | 1.33% | 11 |
|
|
2024
Q4 | $2.67M | Buy |
77,143
+10
| +0% | +$346 | 1.48% | 11 |
|
|
2024
Q3 | $2.64M | Buy |
77,133
+10
| +0% | +$343 | 1.46% | 10 |
|
|
2024
Q2 | $2.49M | Buy |
77,123
+10
| +0% | +$322 | 1.53% | 10 |
|
|
2024
Q1 | $2.46M | Sell |
77,113
-136,076
| -64% | -$4.35M | 1.53% | 10 |
|
|
2023
Q4 | $6.23M | Sell |
213,189
-1,008
| -0.5% | -$29.5K | 4.36% | 5 |
|
|
2023
Q3 | $5.61M | Sell |
214,197
-7,548
| -3% | -$198K | 4.16% | 5 |
|
|
2023
Q2 | $6.02M | Sell |
221,745
-4,772
| -2% | -$130K | 4.39% | 5 |
|
|
2023
Q1 | $5.77M | Sell |
226,517
-18,165
| -7% | -$463K | 4.52% | 5 |
|
|
2022
Q4 | $5.94M | Sell |
244,682
-581
| -0.2% | -$14.1K | 5% | 4 |
|
|
2022
Q3 | $5.46M | Buy |
245,263
+786
| +0.3% | +$17.5K | 5.72% | 2 |
|
|
2022
Q2 | $5.7M | Buy |
244,477
+96,704
| +65% | +$2.25M | 5.79% | 3 |
|
|
2022
Q1 | $4.08M | Buy |
147,773
+7
| +0% | +$193 | 3.97% | 5 |
|
|
2021
Q4 | $4.28M | Buy |
+147,766
| New | +$4.28M | 3.85% | 5 |
|