Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
132,620
+4,884
| +4% | +$175K | 1.08% | 24 |
|
|
2025
Q1 | $4.21M | Buy |
127,736
+5,998
| +5% | +$198K | 1% | 26 |
|
|
2024
Q4 | $4.21M | Sell |
121,738
-1,415
| -1% | -$48.9K | 1.03% | 25 |
|
|
2024
Q3 | $4.22M | Buy |
123,153
+4,909
| +4% | +$168K | 1.05% | 23 |
|
|
2024
Q2 | $3.81M | Sell |
118,244
-120,244
| -50% | -$3.88M | 1.02% | 23 |
|
|
2024
Q1 | $7.62M | Buy |
238,488
+2,159
| +0.9% | +$69K | 2.13% | 10 |
|
|
2023
Q4 | $6.91M | Buy |
236,329
+14,720
| +7% | +$430K | 2.13% | 11 |
|
|
2023
Q3 | $5.81M | Sell |
221,609
-4,375
| -2% | -$115K | 1.97% | 11 |
|
|
2023
Q2 | $6.14M | Buy |
225,984
+63,375
| +39% | +$1.72M | 2.02% | 11 |
|
|
2023
Q1 | $4.14M | Buy |
162,609
+5,584
| +4% | +$142K | 1.5% | 12 |
|
|
2022
Q4 | $3.81M | Sell |
157,025
-371
| -0.2% | -$9.01K | 1.5% | 13 |
|
|
2022
Q3 | $3.5M | Sell |
157,396
-4,270
| -3% | -$95K | 1.55% | 15 |
|
|
2022
Q2 | $3.77M | Sell |
161,666
-620
| -0.4% | -$14.4K | 1.51% | 15 |
|
|
2022
Q1 | $4.48M | Buy |
162,286
+6,752
| +4% | +$186K | 1.51% | 17 |
|
|
2021
Q4 | $4.51M | Buy |
155,534
+10,414
| +7% | +$302K | 1.53% | 17 |
|
|
2021
Q3 | $3.86M | Buy |
145,120
+7,625
| +6% | +$203K | 1.41% | 18 |
|
|
2021
Q2 | $3.71M | Buy |
+137,495
| New | +$3.71M | 1.35% | 19 |
|