RFP
RCS Financial 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 | $27.7M | Buy |
772,386
+66,463
| +9% | +$2.38M | 13.77% | 1 |
|
|
2025
Q1 | $23.3M | Sell |
705,923
-8,857
| -1% | -$292K | 12.29% | 1 |
|
|
2024
Q4 | $24.7M | Buy |
714,780
+40,570
| +6% | +$1.4M | 13.16% | 1 |
|
|
2024
Q3 | $23.1M | Buy |
674,210
+18,537
| +3% | +$636K | 12.84% | 2 |
|
|
2024
Q2 | $21.1M | Buy |
655,673
+131,049
| +25% | +$4.23M | 12.46% | 2 |
|
|
2024
Q1 | $16.8M | Sell |
524,624
-114,552
| -18% | -$3.66M | 10.32% | 2 |
|
|
2023
Q4 | $18.7M | Sell |
639,176
-31,914
| -5% | -$933K | 12.22% | 2 |
|
|
2023
Q3 | $17.6M | Buy |
671,090
+27,888
| +4% | +$731K | 13.43% | 2 |
|
|
2023
Q2 | $17.5M | Sell |
643,202
-4,034
| -0.6% | -$110K | 14.41% | 1 |
|
|
2023
Q1 | $16.5M | Buy |
647,236
+37,457
| +6% | +$954K | 14.63% | 1 |
|
|
2022
Q4 | $14.8M | Buy |
+609,779
| New | +$14.8M | 14.38% | 2 |
|