LIM
Lathrop Investment Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,202
| Closed | -$215K | – | 84 |
|
2024
Q4 | $215K | Hold |
6,202
| – | – | 0.04% | 83 |
|
2024
Q3 | $213K | Buy |
+6,202
| New | +$213K | 0.04% | 85 |
|
2024
Q2 | – | Sell |
-6,552
| Closed | -$209K | – | 84 |
|
2024
Q1 | $209K | Buy |
+6,552
| New | +$209K | 0.04% | 83 |
|
2023
Q2 | – | Sell |
-9,052
| Closed | -$231K | – | 84 |
|
2023
Q1 | $231K | Hold |
9,052
| – | – | 0.05% | 77 |
|
2022
Q4 | $220K | Buy |
+9,052
| New | +$220K | 0.05% | 77 |
|