SHFA
SC&H Financial Advisors’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 | $76.2M | Sell |
2,125,865
-41,008
| -2% | -$1.47M | 13.01% | 1 |
|
|
2025
Q1 | $71.5M | Buy |
2,166,873
+102,626
| +5% | +$3.39M | 14.06% | 1 |
|
|
2024
Q4 | $71.4M | Buy |
2,064,247
+68,663
| +3% | +$2.38M | 14.75% | 1 |
|
|
2024
Q3 | $68.4M | Buy |
1,995,584
+106,698
| +6% | +$3.66M | 14.95% | 1 |
|
|
2024
Q2 | $60.9M | Buy |
1,888,886
+166,504
| +10% | +$5.37M | 14.92% | 1 |
|
|
2024
Q1 | $55M | Buy |
1,722,382
+119,934
| +7% | +$3.83M | 14.33% | 1 |
|
|
2023
Q4 | $46.8M | Buy |
1,602,448
+126,236
| +9% | +$3.69M | 13.51% | 1 |
|
|
2023
Q3 | $38.7M | Buy |
1,476,212
+91,877
| +7% | +$2.41M | 12.86% | 1 |
|
|
2023
Q2 | $37.6M | Buy |
1,384,335
+127,220
| +10% | +$3.45M | 12.42% | 1 |
|
|
2023
Q1 | $32M | Buy |
1,257,115
+214,880
| +21% | +$5.48M | 11.68% | 1 |
|
|
2022
Q4 | $25.3M | Buy |
1,042,235
+204,532
| +24% | +$4.97M | 10.49% | 1 |
|
|
2022
Q3 | $18.6M | Buy |
837,703
+6,973
| +0.8% | +$155K | 9.32% | 1 |
|
|
2022
Q2 | $19.4M | Buy |
830,730
+107,775
| +15% | +$2.51M | 9.03% | 1 |
|
|
2022
Q1 | $19.9M | Buy |
722,955
+169,303
| +31% | +$4.67M | 9.48% | 1 |
|
|
2021
Q4 | $16M | Buy |
+553,652
| New | +$16M | 8.85% | 1 |
|