Oakwell Private Wealth Management’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 | $1M | Hold |
27,914
| – | – | 0.23% | 39 |
|
|
2025
Q1 | $921K | Sell |
27,914
-6,614
| -19% | -$218K | 0.25% | 38 |
|
|
2024
Q4 | $1.19M | Hold |
34,528
| – | – | 0.33% | 32 |
|
|
2024
Q3 | $1.18M | Sell |
34,528
-6,141
| -15% | -$211K | 0.34% | 30 |
|
|
2024
Q2 | $1.31M | Sell |
40,669
-45
| -0.1% | -$1.45K | 0.37% | 29 |
|
|
2024
Q1 | $1.3M | Hold |
40,714
| – | – | 0.4% | 28 |
|
|
2023
Q4 | $1.19M | Sell |
40,714
-387
| -0.9% | -$11.3K | 0.42% | 28 |
|
|
2023
Q3 | $1.08M | Buy |
41,101
+3,103
| +8% | +$81.3K | 0.46% | 28 |
|
|
2023
Q2 | $1.03M | Hold |
37,998
| – | – | 0.43% | 29 |
|
|
2023
Q1 | $968K | Sell |
37,998
-10,342
| -21% | -$264K | 0.44% | 31 |
|
|
2022
Q4 | $1.17M | Hold |
48,340
| – | – | 0.56% | 24 |
|
|
2022
Q3 | $1.08M | Buy |
48,340
+162
| +0.3% | +$3.6K | 0.6% | 27 |
|
|
2022
Q2 | $1.12M | Hold |
48,178
| – | – | 0.64% | 23 |
|
|
2022
Q1 | $1.33M | Sell |
48,178
-1,832
| -4% | -$50.5K | 0.67% | 21 |
|
|
2021
Q4 | $1.45M | Sell |
50,010
-281
| -0.6% | -$8.14K | 0.72% | 19 |
|
|
2021
Q3 | $1.34M | Sell |
50,291
-20,536
| -29% | -$546K | 0.72% | 19 |
|
|
2021
Q2 | $1.91M | Buy |
+70,827
| New | +$1.91M | 1.23% | 17 |
|