Mosaic Family Wealth Partners’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
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $960K | Sell |
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|
2024
Q1 | $952K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $374K | Buy |
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