Sard Wealth Management Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Sard Wealth Management Group’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$792K	Buy
2025 Q2	$734K	Buy
2025 Q1	$673K	Buy
2024 Q4	$704K	Buy
2024 Q3	$696K	Buy
2024 Q2	$653K	Sell
2024 Q1	$750K	Sell
2023 Q4	$823K	Buy