SHFA
SC&H Financial Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.9M | Buy |
327,338
+154,077
| +89% | +$10.3M | 3.74% | 9 |
|
2025
Q1 | $10.6M | Buy |
173,261
+42,968
| +33% | +$2.64M | 2.09% | 12 |
|
2024
Q4 | $8.36M | Buy |
130,293
+67,698
| +108% | +$4.34M | 1.73% | 15 |
|
2024
Q3 | $3.96M | Buy |
62,595
+28,055
| +81% | +$1.78M | 0.87% | 20 |
|
2024
Q2 | $2.06M | Buy |
34,540
+15,808
| +84% | +$941K | 0.5% | 32 |
|
2024
Q1 | $1.1M | Buy |
18,732
+5,278
| +39% | +$310K | 0.29% | 52 |
|
2023
Q4 | $719K | Buy |
+13,454
| New | +$719K | 0.21% | 68 |
|