LFG
Lockerman Financial Group’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 | $485K | Hold |
13,526
| – | – | 0.65% | 42 |
|
|
2025
Q1 | $446K | Hold |
13,526
| – | – | 0.67% | 42 |
|
|
2024
Q4 | $468K | Hold |
13,526
| – | – | 0.8% | 35 |
|
|
2024
Q3 | $464K | Sell |
13,526
-832
| -6% | -$28.5K | 0.79% | 36 |
|
|
2024
Q2 | $463K | Hold |
14,358
| – | – | 0.84% | 35 |
|
|
2024
Q1 | $459K | Hold |
14,358
| – | – | 0.88% | 32 |
|
|
2023
Q4 | $420K | Hold |
14,358
| – | – | 0.97% | 30 |
|
|
2023
Q3 | $376K | Hold |
14,358
| – | – | 1.01% | 32 |
|
|
2023
Q2 | $390K | Hold |
14,358
| – | – | 1.08% | 26 |
|
|
2023
Q1 | $366K | Hold |
14,358
| – | – | 1.01% | 28 |
|
|
2022
Q4 | $349K | Buy |
14,358
+31
| +0.2% | +$753 | 1.02% | 29 |
|
|
2022
Q3 | $319K | Hold |
14,327
| – | – | 0.92% | 29 |
|
|
2022
Q2 | $334K | Hold |
14,327
| – | – | 1.07% | 28 |
|
|
2022
Q1 | $396K | Sell |
14,327
-154
| -1% | -$4.26K | 1.07% | 21 |
|
|
2021
Q4 | $420K | Buy |
+14,481
| New | +$420K | 1.1% | 21 |
|