MBM Wealth Consultants’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 | $249K | Hold |
6,940
| – | – | 0.07% | 102 |
|
2025
Q1 | $229K | Hold |
6,940
| – | – | 0.07% | 102 |
|
2024
Q4 | $240K | Hold |
6,940
| – | – | 0.07% | 100 |
|
2024
Q3 | $238K | Hold |
6,940
| – | – | 0.08% | 102 |
|
2024
Q2 | $226K | Hold |
6,940
| – | – | 0.08% | 96 |
|
2024
Q1 | $222K | Hold |
6,940
| – | – | 0.08% | 102 |
|
2023
Q4 | $207K | Buy |
+6,940
| New | +$207K | 0.08% | 103 |
|
2023
Q2 | – | Sell |
-6,940
| Closed | -$177K | – | 147 |
|
2023
Q1 | $177K | Hold |
6,940
| – | – | 0.07% | 107 |
|
2022
Q4 | $168K | Buy |
+6,940
| New | +$168K | 0.08% | 94 |
|