Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $976K | Hold |
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|
2024
Q1 | $967K | Hold |
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|
2023
Q4 | $885K | Hold |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $781K | Hold |
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|
2022
Q4 | $744K | Hold |
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|
2022
Q3 | $682K | Hold |
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|
2022
Q2 | $714K | Hold |
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|
2022
Q1 | $845K | Hold |
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|
2021
Q4 | $888K | Hold |
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|
2021
Q3 | $814K | Hold |
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|
2021
Q2 | $827K | Buy |
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