Root Financial Partners’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 | $11M | Sell |
308,301
-436,396
| -59% | -$15.6M | 1.07% | 20 |
|
|
2025
Q1 | $24.6M | Sell |
744,697
-32,885
| -4% | -$1.09M | 2.62% | 11 |
|
|
2024
Q4 | $26.9M | Sell |
777,582
-29,370
| -4% | -$1.02M | 3.33% | 8 |
|
|
2024
Q3 | $27.7M | Buy |
806,952
+60,454
| +8% | +$2.07M | 4.43% | 7 |
|
|
2024
Q2 | $24.1M | Buy |
746,498
+23,331
| +3% | +$752K | 5.63% | 6 |
|
|
2024
Q1 | $23.1M | Sell |
723,167
-32,233
| -4% | -$1.03M | 6.85% | 5 |
|
|
2023
Q4 | $22.1M | Buy |
755,400
+7,678
| +1% | +$224K | 8.29% | 4 |
|
|
2023
Q3 | $19.6M | Sell |
747,722
-32,137
| -4% | -$842K | 10.37% | 3 |
|
|
2023
Q2 | $21.2M | Buy |
779,859
+66,010
| +9% | +$1.79M | 12.6% | 3 |
|
|
2023
Q1 | $18.2M | Buy |
+713,849
| New | +$18.2M | 12.97% | 3 |
|