PIA
Perennial Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
28,067
| – | – | 0.1% | 176 |
|
|
2025
Q1 | $926K | Sell |
28,067
-28
| -0.1% | -$924 | 0.1% | 169 |
|
|
2024
Q4 | $972K | Sell |
28,095
-123
| -0.4% | -$4.26K | 0.11% | 154 |
|
|
2024
Q3 | $968K | Buy |
28,218
+80
| +0.3% | +$2.74K | 0.13% | 144 |
|
|
2024
Q2 | $907K | Sell |
28,138
-245
| -0.9% | -$7.9K | 0.13% | 131 |
|
|
2024
Q1 | $907K | Hold |
28,383
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $830K | Hold |
28,383
| – | – | 0.14% | 124 |
|
|
2023
Q3 | $744K | Hold |
28,383
| – | – | 0.13% | 131 |
|
|
2023
Q2 | $771K | Hold |
28,383
| – | – | 0.14% | 130 |
|
|
2023
Q1 | $723K | Sell |
28,383
-199
| -0.7% | -$5.07K | 0.13% | 133 |
|
|
2022
Q4 | $694K | Sell |
28,582
-1,649
| -5% | -$40K | 0.28% | 70 |
|
|
2022
Q3 | $672K | Buy |
30,231
+448
| +2% | +$9.96K | 0.3% | 65 |
|
|
2022
Q2 | $694K | Buy |
+29,783
| New | +$694K | 0.27% | 71 |
|
|
2022
Q1 | – | Sell |
-23,128
| Closed | -$670K | – | 224 |
|
|
2021
Q4 | $670K | Sell |
23,128
-7,286
| -24% | -$211K | 0.21% | 92 |
|
|
2021
Q3 | $809K | Sell |
30,414
-91
| -0.3% | -$2.42K | 0.29% | 80 |
|
|
2021
Q2 | $823K | Buy |
+30,505
| New | +$823K | 0.3% | 78 |
|