Optivise Advisory Services’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
$231K Hold
6,447
0.12% 177
2025
Q1
$213K Hold
6,447
0.12% 178
2024
Q4
$223K Sell
6,447
-138
-2% -$4.77K 0.12% 156
2024
Q3
$226K Hold
6,585
0.12% 154
2024
Q2
$212K Buy
+6,585
New +$212K 0.11% 172