Retirement Planning Group (Kansas)’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 | $3.52M | Sell |
98,311
-864
| -0.9% | -$31K | 0.15% | 54 |
|
2025
Q1 | $3.27M | Sell |
99,175
-1,466
| -1% | -$48.4K | 0.15% | 54 |
|
2024
Q4 | $3.48M | Buy |
100,641
+21
| +0% | +$726 | 0.18% | 49 |
|
2024
Q3 | $3.45M | Buy |
100,620
+7,170
| +8% | +$246K | 0.19% | 58 |
|
2024
Q2 | $3.01M | Sell |
93,450
-3,521
| -4% | -$114K | 0.19% | 52 |
|
2024
Q1 | $3.1M | Sell |
96,971
-2,397
| -2% | -$76.6K | 0.24% | 46 |
|
2023
Q4 | $2.9M | Sell |
99,368
-3,894
| -4% | -$114K | 0.26% | 36 |
|
2023
Q3 | $2.71M | Hold |
103,262
| – | – | 0.29% | 33 |
|
2023
Q2 | $2.8M | Hold |
103,262
| – | – | 0.28% | 32 |
|
2023
Q1 | $2.63M | Hold |
103,262
| – | – | 0.28% | 34 |
|
2022
Q4 | $2.51M | Sell |
103,262
-5,997
| -5% | -$146K | 0.29% | 34 |
|
2022
Q3 | $2.43M | Hold |
109,259
| – | – | 0.31% | 29 |
|
2022
Q2 | $2.55M | Hold |
109,259
| – | – | 0.31% | 26 |
|
2022
Q1 | $3.01M | Hold |
109,259
| – | – | 0.33% | 25 |
|
2021
Q4 | $3.17M | Buy |
+109,259
| New | +$3.17M | 0.31% | 23 |
|