Perigon Wealth Management’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 | $60.3M | Sell |
|
|||||
|
2025
Q2 | $56.7M | Sell |
|
|||||
|
2025
Q1 | $52.8M | Sell |
|
|||||
|
2024
Q4 | $56.4M | Sell |
|
|||||
|
2024
Q3 | $55M | Buy |
|
|||||
|
2024
Q2 | $51.4M | Buy |
|
|||||
|
2024
Q1 | $48.5M | Sell |
|
|||||
|
2023
Q4 | $44.7M | Buy |
|
|||||
|
2023
Q3 | $39.3M | Sell |
|
|||||
|
2023
Q2 | $41.3M | Buy |
|
|||||
|
2023
Q1 | $38.1M | Sell |
|
|||||
|
2022
Q4 | $36.4M | Buy |
|
|||||
|
2022
Q3 | $33M | Buy |
|
|||||
|
2022
Q2 | $34.5M | Sell |
|
|||||
|
2022
Q1 | $41.6M | Buy |
|
|||||
|
2021
Q4 | $43.7M | Buy |
|
|||||
|
2021
Q3 | $40M | Buy |
|
|||||
|
2021
Q2 | $40.5M | Buy |
|