Keudell/Morrison 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
Q2 | $15.7M | Buy |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $15.6M | Buy |
|
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $12.8M | Sell |
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|
2023
Q2 | $14.8M | Sell |
|
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|
2023
Q1 | $14.3M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $25.6M | Sell |
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|
2022
Q2 | $28M | Sell |
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|
2022
Q1 | $36.2M | Sell |
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|
2021
Q4 | $49.4M | Buy |
|