Partners in Financial Planning’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 | $753K | Buy |
21,001
+316
| +2% | +$11.3K | 0.14% | 55 |
|
|
2025
Q1 | $682K | Buy |
20,685
+43
| +0.2% | +$1.42K | 0.14% | 57 |
|
|
2024
Q4 | $714K | Buy |
20,642
+32
| +0.2% | +$1.11K | 0.15% | 53 |
|
|
2024
Q3 | $707K | Sell |
20,610
-337
| -2% | -$11.6K | 0.14% | 55 |
|
|
2024
Q2 | $675K | Sell |
20,947
-504
| -2% | -$16.2K | 0.15% | 55 |
|
|
2024
Q1 | $685K | Sell |
21,451
-6
| -0% | -$192 | 0.15% | 56 |
|
|
2023
Q4 | $627K | Buy |
21,457
+60
| +0.3% | +$1.75K | 0.15% | 54 |
|
|
2023
Q3 | $561K | Sell |
21,397
-4,235
| -17% | -$111K | 0.14% | 54 |
|
|
2023
Q2 | $696K | Buy |
25,632
+60
| +0.2% | +$1.63K | 0.18% | 50 |
|
|
2023
Q1 | $652K | Sell |
25,572
-146
| -0.6% | -$3.72K | 0.17% | 52 |
|
|
2022
Q4 | $622K | Sell |
25,718
-223
| -0.9% | -$5.39K | 0.17% | 52 |
|
|
2022
Q3 | $652K | Buy |
25,941
+66
| +0.3% | +$1.66K | 0.19% | 48 |
|
|
2022
Q2 | $652K | Buy |
25,875
+41
| +0.2% | +$1.03K | 0.21% | 47 |
|
|
2022
Q1 | $677K | Buy |
25,834
+3,525
| +16% | +$92.4K | 0.21% | 45 |
|
|
2021
Q4 | $606K | Sell |
22,309
-402
| -2% | -$10.9K | 0.19% | 45 |
|
|
2021
Q3 | $603K | Sell |
22,711
-22,572
| -50% | -$600K | 0.19% | 43 |
|
|
2021
Q2 | $1.22M | Buy |
+45,283
| New | +$1.22M | 0.38% | 27 |
|