Kerntke Otto McGlone Wealth Management Group’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
Q2 | $4.05M | Sell |
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|
2025
Q1 | $4.79M | Sell |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $7.4M | Buy |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $6.52M | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $977K | Buy |
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|
2022
Q2 | $954K | Sell |
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|
2022
Q1 | $1.16M | Buy |
|
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $960K | Sell |
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|
2021
Q2 | $7.39M | Buy |
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