Liberty 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 | $30.4M | Sell |
848,007
-48,012
| -5% | -$1.72M | 4.77% | 2 |
|
|
2025
Q1 | $29.6M | Sell |
896,019
-11,071
| -1% | -$366K | 5.66% | 2 |
|
|
2024
Q4 | $31.4M | Sell |
907,090
-4,864
| -0.5% | -$168K | 5.23% | 2 |
|
|
2024
Q3 | $31.3M | Sell |
911,954
-779,433
| -46% | -$26.7M | 5.31% | 2 |
|
|
2024
Q2 | $28.9M | Buy |
1,691,387
+786,938
| +87% | +$13.5M | 5.31% | 2 |
|
|
2024
Q1 | $28.9M | Sell |
904,449
-28,632
| -3% | -$915K | 5.64% | 2 |
|
|
2023
Q4 | $27.3M | Sell |
933,081
-18,982
| -2% | -$555K | 5.85% | 2 |
|
|
2023
Q3 | $24.9M | Sell |
952,063
-23,395
| -2% | -$613K | 6.21% | 2 |
|
|
2023
Q2 | $26.5M | Sell |
975,458
-165,416
| -14% | -$4.49M | 6.54% | 2 |
|
|
2023
Q1 | $29M | Buy |
+1,140,874
| New | +$29M | 5.98% | 3 |
|
|
2022
Q3 | $24.7M | Buy |
1,112,392
+1,011,195
| +999% | +$22.5M | 6.6% | 3 |
|
|
2022
Q2 | $2.36M | Buy |
101,197
+1,436
| +1% | +$33.4K | 0.96% | 25 |
|
|
2022
Q1 | $2.71M | Buy |
+99,761
| New | +$2.71M | 0.98% | 24 |
|
|
2021
Q4 | – | Sell |
-30,609
| Closed | -$813K | – | 66 |
|
|
2021
Q3 | $813K | Buy |
30,609
+45
| +0.1% | +$1.2K | 0.29% | 52 |
|
|
2021
Q2 | $825K | Buy |
+30,564
| New | +$825K | 0.32% | 47 |
|