Patriot Financial Group Insurance Agency’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 | $644K | Buy |
17,972
+44
| +0.2% | +$1.58K | 0.07% | 271 |
|
|
2025
Q1 | $591K | Buy |
17,928
+35
| +0.2% | +$1.16K | 0.08% | 264 |
|
|
2024
Q4 | $619K | Sell |
17,893
-189
| -1% | -$6.54K | 0.08% | 251 |
|
|
2024
Q3 | $620K | Buy |
18,082
+1,428
| +9% | +$49K | 0.08% | 261 |
|
|
2024
Q2 | $537K | Sell |
16,654
-2,872
| -15% | -$92.6K | 0.08% | 265 |
|
|
2024
Q1 | $624K | Buy |
19,526
+5
| +0% | +$160 | 0.1% | 225 |
|
|
2023
Q4 | $571K | Sell |
19,521
-29
| -0.1% | -$848 | 0.11% | 218 |
|
|
2023
Q3 | $512K | Buy |
19,550
+2,219
| +13% | +$58.1K | 0.11% | 225 |
|
|
2023
Q2 | $471K | Buy |
+17,331
| New | +$471K | 0.09% | 253 |
|
|
2022
Q3 | – | Sell |
-4,141
| Closed | -$96K | – | 763 |
|
|
2022
Q2 | $96K | Sell |
4,141
-129
| -3% | -$2.99K | 0.02% | 559 |
|
|
2022
Q1 | $118K | Buy |
4,270
+1,672
| +64% | +$46.2K | 0.02% | 540 |
|
|
2021
Q4 | $75K | Buy |
2,598
+93
| +4% | +$2.69K | 0.01% | 739 |
|
|
2021
Q3 | $67K | Buy |
+2,505
| New | +$67K | 0.01% | 767 |
|