J.W. Cole Advisors’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 | $2.45M | Buy |
68,457
+40,258
| +143% | +$1.44M | 0.05% | 347 |
|
|
2025
Q1 | $930K | Sell |
28,199
-13,255
| -32% | -$437K | 0.03% | 563 |
|
|
2024
Q4 | $1.43M | Buy |
41,454
+1,311
| +3% | +$45.3K | 0.06% | 326 |
|
|
2024
Q3 | $1.38M | Sell |
40,143
-3,071
| -7% | -$105K | 0.06% | 321 |
|
|
2024
Q2 | $1.39M | Sell |
43,214
-454
| -1% | -$14.6K | 0.07% | 285 |
|
|
2024
Q1 | $1.39M | Buy |
43,668
+4,603
| +12% | +$146K | 0.07% | 272 |
|
|
2023
Q4 | $1.14M | Buy |
+39,065
| New | +$1.14M | 0.07% | 287 |
|