Patriot Financial Group Insurance Agency’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $695K | Buy |
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|
2025
Q2 | $644K | Buy |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $471K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q3 | $67K | Buy |
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