Sax Wealth 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
Q3 | $80M | Sell |
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|
2025
Q2 | $76M | Buy |
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|
2025
Q1 | $64M | Sell |
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|
2024
Q4 | $67.7M | Sell |
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|
2024
Q3 | $67.9M | Sell |
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|
2024
Q2 | $64.3M | Buy |
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|
2024
Q1 | $60M | Sell |
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|
2023
Q4 | $59.6M | Buy |
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|
2023
Q3 | $51.2M | Buy |
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|
2023
Q2 | $52.2M | Buy |
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|
2023
Q1 | $48.2M | Sell |
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|
2022
Q4 | $48M | Buy |
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|
2022
Q3 | $42.5M | Buy |
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|
2022
Q2 | $41.4M | Buy |
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|
2022
Q1 | $45.2M | Sell |
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|
2021
Q4 | $52.6M | Buy |
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|
2021
Q3 | $46.8M | Buy |
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