Kovitz Investment Group Partners’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
Q3 | $4.46M | Sell |
|
|||||
|
2025
Q2 | $4.18M | Buy |
|
|||||
|
2025
Q1 | $3.66M | Buy |
|
|||||
|
2024
Q4 | $1.35M | Sell |
|
|||||
|
2024
Q3 | $937K | Buy |
|
|||||
|
2024
Q2 | $459K | Sell |
|
|||||
|
2024
Q1 | $493K | Buy |
|
|||||
|
2023
Q4 | $338K | Sell |
|
|||||
|
2023
Q3 | $316K | Sell |
|
|||||
|
2023
Q2 | $341K | Sell |
|
|||||
|
2023
Q1 | $332K | Sell |
|
|||||
|
2022
Q4 | $355K | Buy |
|
|||||
|
2022
Q3 | $223K | Hold |
|
|||||
|
2022
Q2 | $233K | Sell |
|
|||||
|
2022
Q1 | $349K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $266K | Hold |
|
|||||
|
2021
Q2 | $270K | Buy |
|