Perennial Investment Advisors’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
Q2 | $1.01M | Hold |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $907K | Hold |
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|
2023
Q4 | $830K | Hold |
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|
2023
Q3 | $744K | Hold |
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|
2023
Q2 | $771K | Hold |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $694K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $670K | Sell |
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|
2021
Q3 | $809K | Sell |
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|
2021
Q2 | $823K | Buy |
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