Lauterbach Financial Advisors’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 | $45.4M | Buy |
1,267,977
+113
| +0% | +$4.05K | 25% | 1 |
|
|
2025
Q1 | $41.8M | Sell |
1,267,864
-16,017
| -1% | -$528K | 26.06% | 1 |
|
|
2024
Q4 | $44.4M | Sell |
1,283,881
-15,404
| -1% | -$533K | 26.95% | 1 |
|
|
2024
Q3 | $44.6M | Buy |
1,299,285
+21,989
| +2% | +$754K | 27.1% | 1 |
|
|
2024
Q2 | $40.9M | Sell |
1,277,296
-23,471
| -2% | -$751K | 26.92% | 1 |
|
|
2024
Q1 | $41.6M | Sell |
1,300,767
-34,978
| -3% | -$1.12M | 27.28% | 1 |
|
|
2023
Q4 | $39M | Sell |
1,335,745
-2,874
| -0.2% | -$84K | 27.2% | 1 |
|
|
2023
Q3 | $35.1M | Sell |
1,338,619
-4,804
| -0.4% | -$126K | 27.55% | 1 |
|
|
2023
Q2 | $36.5M | Buy |
1,343,423
+42,106
| +3% | +$1.14M | 27.88% | 1 |
|
|
2023
Q1 | $33.2M | Buy |
1,301,317
+4,326
| +0.3% | +$110K | 26.79% | 1 |
|
|
2022
Q4 | $31.5M | Buy |
1,296,991
+29,924
| +2% | +$727K | 28.07% | 1 |
|
|
2022
Q3 | $28.2M | Sell |
1,267,067
-50,098
| -4% | -$1.11M | 28.7% | 1 |
|
|
2022
Q2 | $30.7M | Buy |
1,317,165
+13,079
| +1% | +$305K | 29.15% | 1 |
|
|
2022
Q1 | $36M | Buy |
1,304,086
+14,773
| +1% | +$407K | 32.7% | 1 |
|
|
2021
Q4 | $37.4M | Buy |
+1,289,313
| New | +$37.4M | 32.98% | 1 |
|