Mogy Joel R Investment Counsel’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 | $264K | Hold |
7,380
| – | – | 0.02% | 89 |
|
|
2025
Q1 | $243K | Hold |
7,380
| – | – | 0.02% | 90 |
|
|
2024
Q4 | $255K | Hold |
7,380
| – | – | 0.02% | 94 |
|
|
2024
Q3 | $253K | Hold |
7,380
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $238K | Hold |
7,380
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $236K | Hold |
7,380
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $216K | Hold |
7,380
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $193K | Hold |
7,380
| – | – | 0.02% | 98 |
|
|
2023
Q2 | $200K | Hold |
7,380
| – | – | 0.02% | 107 |
|
|
2023
Q1 | $188K | Buy |
+7,380
| New | +$188K | 0.02% | 109 |
|
|
2022
Q2 | – | Sell |
-8,130
| Closed | -$224K | – | 108 |
|
|
2022
Q1 | $224K | Hold |
8,130
| – | – | 0.02% | 110 |
|
|
2021
Q4 | $236K | Hold |
8,130
| – | – | 0.02% | 118 |
|
|
2021
Q3 | $216K | Hold |
8,130
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $219K | Buy |
+8,130
| New | +$219K | 0.02% | 111 |
|