LFS
Lutz Financial Services’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 | $29.4M | Buy |
820,893
+14,216
| +2% | +$510K | 2.28% | 12 |
|
|
2025
Q1 | $26.6M | Buy |
806,677
+33,347
| +4% | +$1.1M | 2.18% | 12 |
|
|
2024
Q4 | $26.7M | Buy |
773,330
+1,977
| +0.3% | +$68.4K | 2.16% | 12 |
|
|
2024
Q3 | $26.4M | Buy |
771,353
+4,235
| +0.6% | +$145K | 2.15% | 12 |
|
|
2024
Q2 | $24.7M | Buy |
767,118
+15,861
| +2% | +$511K | 2.15% | 12 |
|
|
2024
Q1 | $24M | Buy |
751,257
+61,810
| +9% | +$1.97M | 2.1% | 13 |
|
|
2023
Q4 | $20.2M | Buy |
689,447
+80,242
| +13% | +$2.35M | 1.89% | 14 |
|
|
2023
Q3 | $16M | Buy |
609,205
+81,566
| +15% | +$2.14M | 1.74% | 14 |
|
|
2023
Q2 | $14.3M | Buy |
527,639
+104,045
| +25% | +$2.82M | 1.54% | 15 |
|
|
2023
Q1 | $10.8M | Buy |
423,594
+193,687
| +84% | +$4.94M | 1.23% | 25 |
|
|
2022
Q4 | $5.58M | Buy |
+229,907
| New | +$5.58M | 0.69% | 34 |
|