MFC
Morris Financial Concepts’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 | $7.32M | Sell |
204,135
-2,654
| -1% | -$95.1K | 2.9% | 9 |
|
|
2025
Q1 | $6.82M | Sell |
206,789
-1,931
| -0.9% | -$63.7K | 2.86% | 9 |
|
|
2024
Q4 | $7.22M | Sell |
208,720
-159
| -0.1% | -$5.5K | 3.1% | 9 |
|
|
2024
Q3 | $7.16M | Sell |
208,879
-894
| -0.4% | -$30.7K | 3.08% | 8 |
|
|
2024
Q2 | $6.76M | Sell |
209,773
-221
| -0.1% | -$7.13K | 3.24% | 7 |
|
|
2024
Q1 | $6.71M | Buy |
209,994
+1,211
| +0.6% | +$38.7K | 3.43% | 7 |
|
|
2023
Q4 | $6.1M | Sell |
208,783
-145
| -0.1% | -$4.24K | 3.49% | 7 |
|
|
2023
Q3 | $5.47M | Sell |
208,928
-1,811
| -0.9% | -$47.4K | 3.64% | 7 |
|
|
2023
Q2 | $5.72M | Buy |
210,739
+809
| +0.4% | +$22K | 3.7% | 7 |
|
|
2023
Q1 | $5.35M | Sell |
209,930
-469
| -0.2% | -$12K | 3.77% | 6 |
|
|
2022
Q4 | $5.11M | Buy |
+210,399
| New | +$5.11M | 4.13% | 6 |
|
|
2022
Q3 | – | Sell |
-218,180
| Closed | -$5.08M | – | 118 |
|
|
2022
Q2 | $5.08M | Sell |
218,180
-28,606
| -12% | -$667K | 4.83% | 5 |
|
|
2022
Q1 | $6.81M | Buy |
246,786
+20,423
| +9% | +$563K | 5.67% | 5 |
|
|
2021
Q4 | $6.56M | Buy |
+226,363
| New | +$6.56M | 5.47% | 5 |
|