Mogy Joel R Investment Counsel’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
Q3 | $285K | Hold |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $193K | Hold |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $219K | Buy |
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