SFG
Sage Financial Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,548
| Closed | -$279K | – | 96 |
|
|
2022
Q3 | $279K | Hold |
12,548
| – | – | 0.04% | 76 |
|
|
2022
Q2 | $292K | Hold |
12,548
| – | – | 0.04% | 73 |
|
|
2022
Q1 | $346K | Hold |
12,548
| – | – | 0.04% | 51 |
|
|
2021
Q4 | $364K | Sell |
12,548
-1,500
| -11% | -$43.5K | 0.04% | 51 |
|
|
2021
Q3 | $373K | Hold |
14,048
| – | – | 0.05% | 46 |
|
|
2021
Q2 | $379K | Buy |
+14,048
| New | +$379K | 0.05% | 46 |
|