OneDigital Investment 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 | $126M | Sell |
3,523,004
-87,729
| -2% | -$3.14M | 1.4% | 13 |
|
|
2025
Q1 | $119M | Buy |
3,610,733
+348,113
| +11% | +$11.5M | 1.41% | 13 |
|
|
2024
Q4 | $113M | Buy |
3,262,620
+126,582
| +4% | +$4.38M | 1.31% | 14 |
|
|
2024
Q3 | $108M | Buy |
3,136,038
+385,713
| +14% | +$13.2M | 1.23% | 15 |
|
|
2024
Q2 | $88.7M | Buy |
2,750,325
+339,207
| +14% | +$10.9M | 1.11% | 15 |
|
|
2024
Q1 | $77M | Buy |
2,411,118
+78,722
| +3% | +$2.52M | 1.21% | 15 |
|
|
2023
Q4 | $68.2M | Buy |
2,332,396
+1,960,217
| +527% | +$57.3M | 1.19% | 14 |
|
|
2023
Q3 | $9.75M | Buy |
372,179
+77,024
| +26% | +$2.02M | 0.21% | 101 |
|
|
2023
Q2 | $8.01M | Buy |
295,155
+34,542
| +13% | +$938K | 0.18% | 109 |
|
|
2023
Q1 | $6.64M | Buy |
260,613
+33,222
| +15% | +$846K | 0.16% | 120 |
|
|
2022
Q4 | $5.52M | Buy |
227,391
+132,983
| +141% | +$3.23M | 0.16% | 122 |
|
|
2022
Q3 | $2.1M | Buy |
94,408
+357
| +0.4% | +$7.94K | 0.08% | 180 |
|
|
2022
Q2 | $2.19M | Sell |
94,051
-8,937
| -9% | -$208K | 0.09% | 146 |
|
|
2022
Q1 | $2.84M | Buy |
102,988
+45
| +0% | +$1.24K | 0.11% | 127 |
|
|
2021
Q4 | $2.98M | Sell |
102,943
-1,625
| -2% | -$47.1K | 0.11% | 118 |
|
|
2021
Q3 | $2.78M | Buy |
104,568
+1,477
| +1% | +$39.2K | 0.11% | 121 |
|
|
2021
Q2 | $2.78M | Buy |
+103,091
| New | +$2.78M | 0.11% | 117 |
|