North Ridge Wealth Advisors’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 | $39.6M | Buy |
1,105,705
+13,261
| +1% | +$475K | 24.34% | 1 |
|
2025
Q1 | $36M | Buy |
1,092,444
+41,137
| +4% | +$1.36M | 24.08% | 1 |
|
2024
Q4 | $36.4M | Sell |
1,051,307
-22,195
| -2% | -$768K | 25.17% | 1 |
|
2024
Q3 | $36.8M | Buy |
1,073,502
+24,066
| +2% | +$825K | 25.03% | 1 |
|
2024
Q2 | $33.8M | Buy |
1,049,436
+22,160
| +2% | +$714K | 25.7% | 1 |
|
2024
Q1 | $32.8M | Buy |
1,027,276
+45,567
| +5% | +$1.46M | 25.46% | 1 |
|
2023
Q4 | $28.7M | Buy |
981,709
+48,851
| +5% | +$1.43M | 23.88% | 1 |
|
2023
Q3 | $24.4M | Buy |
932,858
+46,627
| +5% | +$1.22M | 23.81% | 1 |
|
2023
Q2 | $24.1M | Buy |
886,231
+11,801
| +1% | +$320K | 22.99% | 1 |
|
2023
Q1 | $22.3M | Buy |
+874,430
| New | +$22.3M | 22.3% | 1 |
|