SAG
SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
301,919
-2,009
| -0.7% | -$74.4K | 0.42% | 26 |
|
|
2025
Q1 | $10M | Sell |
303,928
-6,404
| -2% | -$211K | 0.43% | 29 |
|
|
2024
Q4 | $10.7M | Sell |
310,332
-6,585
| -2% | -$228K | 0.46% | 29 |
|
|
2024
Q3 | $10.9M | Sell |
316,917
-1,289
| -0.4% | -$44.2K | 0.55% | 25 |
|
|
2024
Q2 | $10.3M | Sell |
318,206
-18,622
| -6% | -$600K | 0.48% | 30 |
|
|
2024
Q1 | $10.8M | Sell |
336,828
-68,727
| -17% | -$2.2M | 0.54% | 28 |
|
|
2023
Q4 | $12.1M | Sell |
405,555
-4,305
| -1% | -$128K | 0.52% | 25 |
|
|
2023
Q3 | $10.7M | Buy |
409,860
+2,474
| +0.6% | +$64.8K | 0.62% | 25 |
|
|
2023
Q2 | $11.1M | Sell |
407,386
-3,571
| -0.9% | -$97K | 0.62% | 27 |
|
|
2023
Q1 | $10.5M | Buy |
410,957
+237
| +0.1% | +$6.04K | 0.67% | 27 |
|
|
2022
Q4 | $9.97M | Buy |
+410,720
| New | +$9.97M | 0.81% | 24 |
|