Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.82M | Sell |
298,470
-13,261
| -4% | -$347K | 0.06% | 203 |
|
|
2023
Q2 | $8.46M | Buy |
311,731
+15,351
| +5% | +$417K | 0.12% | 117 |
|
|
2023
Q1 | $7.55M | Sell |
296,380
-288,148
| -49% | -$7.34M | 0.12% | 118 |
|
|
2022
Q4 | $14.2M | Buy |
584,528
+3,626
| +0.6% | +$88K | 0.12% | 131 |
|
|
2022
Q3 | $12.9M | Buy |
580,902
+280,626
| +93% | +$6.24M | 0.12% | 114 |
|
|
2022
Q2 | $7M | Buy |
+300,276
| New | +$7M | 0.15% | 85 |
|