Plante Moran Financial Advisors’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 | $304K | Hold |
8,485
| – | – | 0.02% | 123 |
|
|
2025
Q1 | $280K | Hold |
8,485
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $293K | Hold |
8,485
| – | – | 0.02% | 133 |
|
|
2024
Q3 | $291K | Sell |
8,485
-279
| -3% | -$9.57K | 0.02% | 135 |
|
|
2024
Q2 | $283K | Buy |
8,764
+2,674
| +44% | +$86.2K | 0.03% | 137 |
|
|
2024
Q1 | $195K | Hold |
6,090
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $178K | Sell |
6,090
-916
| -13% | -$26.8K | 0.02% | 183 |
|
|
2023
Q3 | $184K | Hold |
7,006
| – | – | 0.02% | 155 |
|
|
2023
Q2 | $190K | Hold |
7,006
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $179K | Sell |
7,006
-593
| -8% | -$15.1K | 0.02% | 159 |
|
|
2022
Q4 | $185K | Sell |
7,599
-405
| -5% | -$9.83K | 0.03% | 163 |
|
|
2022
Q3 | $178K | Buy |
8,004
+31
| +0.4% | +$689 | 0.03% | 153 |
|
|
2022
Q2 | $186K | Buy |
7,973
+30
| +0.4% | +$700 | 0.03% | 154 |
|
|
2022
Q1 | $219K | Buy |
7,943
+17
| +0.2% | +$469 | 0.04% | 154 |
|
|
2021
Q4 | $230K | Sell |
7,926
-867
| -10% | -$25.2K | 0.04% | 165 |
|
|
2021
Q3 | $234K | Buy |
8,793
+24
| +0.3% | +$639 | 0.05% | 168 |
|
|
2021
Q2 | $237K | Buy |
+8,769
| New | +$237K | 0.06% | 153 |
|