LRIA
Leonard Rickey Investment Advisors’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
Q2 | $33.7M | Buy |
940,232
+8,023
| +0.9% | +$288K | 6.73% | 4 |
|
|
2025
Q1 | $29.3M | Buy |
932,209
+923,797
| +10,982% | +$29M | 6.32% | 4 |
|
|
2024
Q4 | $291K | Buy |
8,412
+627
| +8% | +$21.7K | 0.07% | 84 |
|
|
2024
Q3 | $267K | Sell |
7,785
-18
| -0.2% | -$617 | 0.06% | 89 |
|
|
2024
Q2 | $252K | Buy |
+7,803
| New | +$252K | 0.06% | 88 |
|