Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
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|
2025
Q1 | $25.4M | Sell |
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|
2024
Q4 | $26.7M | Sell |
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|
2024
Q3 | $26.8M | Sell |
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|
2024
Q2 | $25.5M | Sell |
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|
2024
Q1 | $27.6M | Sell |
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|
2023
Q4 | $25.4M | Sell |
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|
2023
Q3 | $22.8M | Buy |
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|
2023
Q2 | $5.84M | Hold |
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|
2023
Q1 | $5.48M | Hold |
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|
2022
Q4 | $5.22M | Sell |
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|
2022
Q3 | $4.83M | Hold |
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|
2022
Q2 | $5.06M | Sell |
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|
2022
Q1 | $6.09M | Hold |
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|
2021
Q4 | $6.4M | Sell |
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|
2021
Q3 | $5.87M | Hold |
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|
2021
Q2 | $5.96M | Buy |
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