MFA
Morling Financial 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 | $519K | Hold |
14,490
| – | – | 0.17% | 43 |
|
2025
Q1 | $478K | Sell |
14,490
-2
| -0% | -$66 | 0.16% | 45 |
|
2024
Q4 | $501K | Hold |
14,492
| – | – | 0.17% | 41 |
|
2024
Q3 | $497K | Hold |
14,492
| – | – | 0.19% | 37 |
|
2024
Q2 | $467K | Hold |
14,492
| – | – | 0.2% | 37 |
|
2024
Q1 | $463K | Hold |
14,492
| – | – | 0.26% | 38 |
|
2023
Q4 | $424K | Hold |
14,492
| – | – | 0.34% | 35 |
|
2023
Q3 | $380K | Sell |
14,492
-4,304
| -23% | -$113K | 0.38% | 36 |
|
2023
Q2 | $510K | Hold |
18,796
| – | – | 0.49% | 33 |
|
2023
Q1 | $479K | Sell |
18,796
-1,898
| -9% | -$48.4K | 0.52% | 33 |
|
2022
Q4 | $502K | Sell |
20,694
-264
| -1% | -$6.41K | 0.64% | 31 |
|
2022
Q3 | $466K | Hold |
20,958
| – | – | 0.63% | 30 |
|
2022
Q2 | $488K | Buy |
+20,958
| New | +$488K | 0.64% | 32 |
|
2022
Q1 | – | Sell |
-23,514
| Closed | -$681K | – | 83 |
|
2021
Q4 | $681K | Buy |
+23,514
| New | +$681K | 0.65% | 21 |
|