Kingsview Wealth Management’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 | $1.24M | Buy |
34,660
+22
| +0.1% | +$788 | 0.02% | 536 |
|
2025
Q1 | $1.14M | Buy |
34,638
+1,475
| +4% | +$48.7K | 0.02% | 513 |
|
2024
Q4 | $1.15M | Buy |
33,163
+93
| +0.3% | +$3.22K | 0.02% | 512 |
|
2024
Q3 | $1.13M | Buy |
33,070
+92
| +0.3% | +$3.16K | 0.02% | 502 |
|
2024
Q2 | $1.06M | Buy |
32,978
+93
| +0.3% | +$3K | 0.03% | 499 |
|
2024
Q1 | $1.05M | Buy |
32,885
+1,764
| +6% | +$56.4K | 0.03% | 486 |
|
2023
Q4 | $910K | Buy |
31,121
+251
| +0.8% | +$7.34K | 0.03% | 491 |
|
2023
Q3 | $809K | Buy |
30,870
+112
| +0.4% | +$2.93K | 0.03% | 494 |
|
2023
Q2 | $835K | Buy |
30,758
+107
| +0.3% | +$2.91K | 0.03% | 462 |
|
2023
Q1 | $781K | Sell |
30,651
-2,150
| -7% | -$54.8K | 0.03% | 459 |
|
2022
Q4 | $796K | Hold |
32,801
| – | – | 0.03% | 392 |
|
2022
Q3 | $729K | Buy |
+32,801
| New | +$729K | 0.03% | 409 |
|