MGIA
Moneta Group Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
129,865
-2,644
| -2% | -$94.8K | 0.06% | 145 |
|
|
2025
Q1 | $4.37M | Sell |
132,509
-6,175
| -4% | -$204K | 0.06% | 140 |
|
|
2024
Q4 | $4.8M | Buy |
138,684
+883
| +0.6% | +$30.5K | 0.07% | 133 |
|
|
2024
Q3 | $4.73M | Sell |
137,801
-6,239
| -4% | -$214K | 0.07% | 132 |
|
|
2024
Q2 | $4.64M | Buy |
144,040
+8,322
| +6% | +$268K | 0.07% | 129 |
|
|
2024
Q1 | $4.34M | Sell |
135,718
-8,244
| -6% | -$263K | 0.07% | 133 |
|
|
2023
Q4 | $4.21M | Sell |
143,962
-4,163
| -3% | -$122K | 0.08% | 124 |
|
|
2023
Q3 | $3.88M | Sell |
148,125
-2,229
| -1% | -$58.4K | 0.09% | 120 |
|
|
2023
Q2 | $4.08M | Buy |
150,354
+3,001
| +2% | +$81.5K | 0.09% | 118 |
|
|
2023
Q1 | $3.75M | Buy |
147,353
+12,838
| +10% | +$327K | 0.09% | 118 |
|
|
2022
Q4 | $3.49M | Sell |
134,515
-647
| -0.5% | -$16.8K | 0.1% | 117 |
|
|
2022
Q3 | $3.01M | Sell |
135,162
-11,662
| -8% | -$259K | 0.11% | 113 |
|
|
2022
Q2 | $3.42M | Sell |
146,824
-638
| -0.4% | -$14.9K | 0.12% | 112 |
|
|
2022
Q1 | $4.07M | Sell |
147,462
-1,382
| -0.9% | -$38.1K | 0.16% | 90 |
|
|
2021
Q4 | $4.31M | Sell |
148,844
-8
| -0% | -$232 | 0.18% | 89 |
|
|
2021
Q3 | $3.96M | Sell |
148,852
-1,296
| -0.9% | -$34.4K | 0.18% | 87 |
|
|
2021
Q2 | $4.05M | Buy |
+150,148
| New | +$4.05M | 0.19% | 89 |
|