Montis Financial’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 | $6.61M | Sell |
184,367
-109
| -0.1% | -$3.91K | 1.84% | 13 |
|
|
2025
Q1 | $6.09M | Sell |
184,476
-12,423
| -6% | -$410K | 1.79% | 16 |
|
|
2024
Q4 | $6.81M | Buy |
196,899
+127,055
| +182% | +$4.39M | 2.1% | 13 |
|
|
2024
Q3 | $2.39M | Sell |
69,844
-6,144
| -8% | -$211K | 0.85% | 23 |
|
|
2024
Q2 | $2.45M | Sell |
75,988
-5,047
| -6% | -$163K | 1.12% | 15 |
|
|
2024
Q1 | $2.59M | Buy |
+81,035
| New | +$2.59M | 1.23% | 13 |
|