Meridian Wealth Partners’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 | $96.8M | Sell |
2,702,281
-46,081
| -2% | -$1.65M | 14.04% | 1 |
|
|
2025
Q1 | $90.7M | Sell |
2,748,362
-118,263
| -4% | -$3.9M | 14.47% | 1 |
|
|
2024
Q4 | $99.2M | Sell |
2,866,625
-28,952
| -1% | -$1M | 15.04% | 1 |
|
|
2024
Q3 | $99.3M | Sell |
2,895,577
-30,080
| -1% | -$1.03M | 15.44% | 1 |
|
|
2024
Q2 | $94.3M | Sell |
2,925,657
-65,117
| -2% | -$2.1M | 16.65% | 1 |
|
|
2024
Q1 | $95.6M | Sell |
2,990,774
-64,945
| -2% | -$2.07M | 17.25% | 1 |
|
|
2023
Q4 | $89.3M | Sell |
3,055,719
-48,842
| -2% | -$1.43M | 17.05% | 1 |
|
|
2023
Q3 | $81.3M | Sell |
3,104,561
-51,939
| -2% | -$1.36M | 16.94% | 1 |
|
|
2023
Q2 | $85.7M | Sell |
3,156,500
-66,179
| -2% | -$1.8M | 17.6% | 1 |
|
|
2023
Q1 | $82.1M | Sell |
3,222,679
-51,218
| -2% | -$1.31M | 17.88% | 1 |
|
|
2022
Q4 | $79.5M | Sell |
3,273,897
-3,147
| -0.1% | -$76.4K | 18.39% | 1 |
|
|
2022
Q3 | $72.9M | Sell |
3,277,044
-50,328
| -2% | -$1.12M | 18.24% | 1 |
|
|
2022
Q2 | $77.5M | Sell |
3,327,372
-15,355
| -0.5% | -$358K | 18.41% | 1 |
|
|
2022
Q1 | $92.2M | Buy |
3,342,727
+11,572
| +0.3% | +$319K | 19.4% | 1 |
|
|
2021
Q4 | $96.5M | Buy |
3,331,155
+17,227
| +0.5% | +$499K | 19.33% | 1 |
|
|
2021
Q3 | $88.1M | Sell |
3,313,928
-41,421
| -1% | -$1.1M | 19.05% | 1 |
|
|
2021
Q2 | $90.5M | Buy |
+3,355,349
| New | +$90.5M | 21.13% | 1 |
|