RIS
Retirement Income Solutions’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 | $337K | Sell |
9,410
-2,937
| -24% | -$105K | 0.06% | 114 |
|
|
2025
Q1 | $407K | Hold |
12,347
| – | – | 0.09% | 86 |
|
|
2024
Q4 | $427K | Hold |
12,347
| – | – | 0.09% | 84 |
|
|
2024
Q3 | $423K | Buy |
12,347
+445
| +4% | +$15.3K | 0.1% | 80 |
|
|
2024
Q2 | $384K | Sell |
11,902
-3,259
| -21% | -$105K | 0.09% | 83 |
|
|
2024
Q1 | $484K | Hold |
15,161
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $443K | Hold |
15,161
| – | – | 0.11% | 81 |
|
|
2023
Q3 | $397K | Hold |
15,161
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $412K | Hold |
15,161
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $386K | Hold |
15,161
| – | – | 0.11% | 86 |
|
|
2022
Q4 | $368K | Sell |
15,161
-7,333
| -33% | -$178K | 0.12% | 85 |
|
|
2022
Q3 | $506K | Buy |
+22,494
| New | +$506K | 0.18% | 58 |
|