PP
Prosperity Planning’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 | $3.33M | Sell |
92,836
-651
| -0.7% | -$23.3K | 0.96% | 26 |
|
2025
Q1 | $3.08M | Buy |
93,487
+1,584
| +2% | +$52.3K | 0.97% | 26 |
|
2024
Q4 | $3.18M | Sell |
91,903
-2,915
| -3% | -$101K | 1.02% | 25 |
|
2024
Q3 | $3.25M | Sell |
94,818
-739
| -0.8% | -$25.3K | 1.03% | 23 |
|
2024
Q2 | $3.08M | Sell |
95,557
-27,113
| -22% | -$874K | 1.05% | 22 |
|
2024
Q1 | $3.92M | Sell |
122,670
-2,630
| -2% | -$84K | 1.36% | 17 |
|
2023
Q4 | $3.66M | Sell |
125,300
-1,941
| -2% | -$56.7K | 1.37% | 17 |
|
2023
Q3 | $3.33M | Sell |
127,241
-1,349
| -1% | -$35.3K | 1.39% | 17 |
|
2023
Q2 | $3.49M | Sell |
128,590
-8,308
| -6% | -$226K | 1.44% | 18 |
|
2023
Q1 | $3.49M | Buy |
136,898
+371
| +0.3% | +$9.45K | 1.52% | 17 |
|
2022
Q4 | $3.36M | Hold |
136,527
| – | – | 1.66% | 16 |
|
2022
Q3 | $3.04M | Buy |
136,527
+10,527
| +8% | +$234K | 1.59% | 18 |
|
2022
Q2 | $3.16M | Hold |
126,000
| – | – | 1.61% | 16 |
|
2022
Q1 | $3.66M | Hold |
126,000
| – | – | 1.79% | 15 |
|
2021
Q4 | $3.65M | Buy |
126,000
+5,697
| +5% | +$165K | 1.85% | 16 |
|
2021
Q3 | $3.2M | Buy |
+120,303
| New | +$3.2M | 1.74% | 18 |
|