Marcum Wealth’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
Q1 | $1.98M | Buy |
60,082
+102
| +0.2% | +$3.37K | 0.17% | 63 |
|
|
2024
Q4 | $2.07M | Sell |
59,980
-852
| -1% | -$29.5K | 0.18% | 62 |
|
|
2024
Q3 | $2.09M | Buy |
60,832
+112
| +0.2% | +$3.84K | 0.19% | 58 |
|
|
2024
Q2 | $1.96M | Sell |
60,720
-2,051
| -3% | -$66.1K | 0.2% | 54 |
|
|
2024
Q1 | $2.01M | Sell |
62,771
-113
| -0.2% | -$3.61K | 0.2% | 54 |
|
|
2023
Q4 | $1.84M | Sell |
62,884
-2,578
| -4% | -$75.4K | 0.2% | 56 |
|
|
2023
Q3 | $1.72M | Sell |
65,462
-2,363
| -3% | -$61.9K | 0.21% | 54 |
|
|
2023
Q2 | $1.84M | Buy |
67,825
+155
| +0.2% | +$4.21K | 0.22% | 49 |
|
|
2023
Q1 | $1.72M | Buy |
67,670
+106
| +0.2% | +$2.7K | 0.22% | 50 |
|
|
2022
Q4 | $1.64M | Sell |
67,564
-1,239
| -2% | -$30.1K | 0.22% | 54 |
|
|
2022
Q3 | $1.53M | Buy |
68,803
+119
| +0.2% | +$2.65K | 0.23% | 51 |
|
|
2022
Q2 | $1.6M | Buy |
+68,684
| New | +$1.6M | 0.24% | 55 |
|