Schwarz Dygos Wheeler Investment 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 | $5.01M | Sell |
|
|||||
|
2025
Q2 | $4.75M | Buy |
|
|||||
|
2025
Q1 | $4.21M | Buy |
|
|||||
|
2024
Q4 | $4.21M | Sell |
|
|||||
|
2024
Q3 | $4.22M | Buy |
|
|||||
|
2024
Q2 | $3.81M | Sell |
|
|||||
|
2024
Q1 | $7.62M | Buy |
|
|||||
|
2023
Q4 | $6.91M | Buy |
|
|||||
|
2023
Q3 | $5.81M | Sell |
|
|||||
|
2023
Q2 | $6.14M | Buy |
|
|||||
|
2023
Q1 | $4.14M | Buy |
|
|||||
|
2022
Q4 | $3.81M | Sell |
|
|||||
|
2022
Q3 | $3.5M | Sell |
|
|||||
|
2022
Q2 | $3.77M | Sell |
|
|||||
|
2022
Q1 | $4.48M | Buy |
|
|||||
|
2021
Q4 | $4.51M | Buy |
|
|||||
|
2021
Q3 | $3.86M | Buy |
|
|||||
|
2021
Q2 | $3.71M | Buy |
|