Keener Financial Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Hold |
62,582
| – | – | 1.12% | 9 |
|
|
2025
Q1 | $2.06M | Hold |
62,582
| – | – | 1.34% | 9 |
|
|
2024
Q4 | $2.16M | Buy |
62,582
+38,052
| +155% | +$1.32M | 1.28% | 9 |
|
|
2024
Q3 | $841K | Sell |
24,530
-38,052
| -61% | -$1.3M | 0.55% | 16 |
|
|
2024
Q2 | $2.02M | Hold |
62,582
| – | – | 1.32% | 9 |
|
|
2024
Q1 | $2M | Hold |
62,582
| – | – | 1.38% | 8 |
|
|
2023
Q4 | $1.83M | Buy |
+62,582
| New | +$1.83M | 1.41% | 8 |
|