Modera Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182M | Sell |
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|
2025
Q1 | $169M | Sell |
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|
2024
Q4 | $179M | Sell |
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|
2024
Q3 | $178M | Sell |
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|
2024
Q2 | $169M | Sell |
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|
2024
Q1 | $169M | Buy |
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|
2023
Q4 | $152M | Buy |
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|
2023
Q3 | $134M | Sell |
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|
2023
Q2 | $141M | Buy |
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|
2023
Q1 | $117M | Buy |
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|
2022
Q4 | $111M | Buy |
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|
2022
Q3 | $38.6M | Buy |
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|
2022
Q2 | $39.2M | Buy |
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|
2022
Q1 | $45.9M | Sell |
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|
2021
Q4 | $48.5M | Buy |
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|
2021
Q3 | $39.6M | Sell |
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|
2021
Q2 | $41.9M | Buy |
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