Sage Mountain Advisors’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 | $2.31M | Hold |
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|
2025
Q1 | $2.13M | Hold |
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|
2024
Q4 | $2.23M | Hold |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $913K | Hold |
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|
2023
Q3 | $818K | Hold |
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|
2023
Q2 | $848K | Hold |
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|
2023
Q1 | $795K | Hold |
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|
2022
Q4 | $758K | Hold |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $727K | Hold |
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|
2022
Q1 | $861K | Hold |
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|
2021
Q4 | $904K | Sell |
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|
2021
Q3 | $894K | Hold |
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|
2021
Q2 | $908K | Buy |
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