Mosaic Family Wealth Partners’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 | $1.29M | Sell |
36,091
-1,023
| -3% | -$36.7K | 0.16% | 65 |
|
|
2025
Q1 | $1.22M | Buy |
37,114
+8,365
| +29% | +$276K | 0.17% | 66 |
|
|
2024
Q4 | $994K | Sell |
28,749
-531
| -2% | -$18.4K | 0.14% | 79 |
|
|
2024
Q3 | $1M | Sell |
29,280
-505
| -2% | -$17.3K | 0.15% | 80 |
|
|
2024
Q2 | $960K | Sell |
29,785
-27
| -0.1% | -$870 | 0.15% | 76 |
|
|
2024
Q1 | $952K | Buy |
29,812
+8,395
| +39% | +$268K | 0.16% | 76 |
|
|
2023
Q4 | $626K | Buy |
21,417
+3
| +0% | +$88 | 0.11% | 96 |
|
|
2023
Q3 | $561K | Buy |
21,414
+6,671
| +45% | +$175K | 0.11% | 95 |
|
|
2023
Q2 | $400K | Buy |
14,743
+83
| +0.6% | +$2.25K | 0.08% | 115 |
|
|
2023
Q1 | $374K | Buy |
+14,660
| New | +$374K | 0.08% | 122 |
|