Olistico Wealth’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 | $1.77M | Sell |
49,437
-2,548
| -5% | -$91.3K | 0.98% | 20 |
|
|
2025
Q1 | $1.71M | Sell |
51,985
-1,100
| -2% | -$36.3K | 1.06% | 19 |
|
|
2024
Q4 | $1.84M | Hold |
53,085
| – | – | 1.07% | 21 |
|
|
2024
Q3 | $1.82M | Sell |
53,085
-5,807
| -10% | -$199K | 1.11% | 20 |
|
|
2024
Q2 | $1.9M | Hold |
58,892
| – | – | 1.21% | 18 |
|
|
2024
Q1 | $1.88M | Sell |
58,892
-2,850
| -5% | -$91.1K | 1.36% | 18 |
|
|
2023
Q4 | $1.8M | Hold |
61,742
| – | – | 1.41% | 15 |
|
|
2023
Q3 | $1.62M | Sell |
61,742
-6,625
| -10% | -$174K | 1.44% | 15 |
|
|
2023
Q2 | $1.86M | Sell |
68,367
-789
| -1% | -$21.4K | 1.59% | 13 |
|
|
2023
Q1 | $1.76M | Hold |
69,156
| – | – | 1.69% | 11 |
|
|
2022
Q4 | $1.68M | Buy |
+69,156
| New | +$1.68M | 1.82% | 11 |
|