Monterey Private Wealth’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
Q1 | $888K | Buy |
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|
2024
Q4 | $930K | Sell |
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|
2024
Q3 | $925K | Buy |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $767K | Buy |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $642K | Buy |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $761K | Sell |
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|
2021
Q2 | $776K | Buy |
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