Sequoia Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
438,070
-60,933
| -12% | -$2.18M | 0.11% | 145 |
|
|
2025
Q1 | $16.5M | Buy |
499,003
+29,451
| +6% | +$972K | 0.13% | 142 |
|
|
2024
Q4 | $16.2M | Buy |
469,552
+132,880
| +39% | +$4.6M | 0.16% | 130 |
|
|
2024
Q3 | $11.5M | Sell |
336,672
-9,991
| -3% | -$343K | 0.12% | 142 |
|
|
2024
Q2 | $11.2M | Sell |
346,663
-19,303
| -5% | -$622K | 0.13% | 129 |
|
|
2024
Q1 | $11.7M | Sell |
365,966
-9,725
| -3% | -$311K | 0.15% | 128 |
|
|
2023
Q4 | $11M | Sell |
375,691
-11,653
| -3% | -$341K | 0.14% | 139 |
|
|
2023
Q3 | $10.1M | Sell |
387,344
-9,495
| -2% | -$249K | 0.18% | 100 |
|
|
2023
Q2 | $10.8M | Sell |
396,839
-21,498
| -5% | -$584K | 0.18% | 93 |
|
|
2023
Q1 | $10.7M | Sell |
418,337
-3,521
| -0.8% | -$89.7K | 0.24% | 83 |
|
|
2022
Q4 | $10.2M | Sell |
421,858
-40,260
| -9% | -$978K | 0.25% | 80 |
|
|
2022
Q3 | $10.3M | Sell |
462,118
-125,660
| -21% | -$2.79M | 0.32% | 56 |
|
|
2022
Q2 | $13.7M | Buy |
587,778
+9,510
| +2% | +$222K | 0.39% | 46 |
|
|
2022
Q1 | $15.9M | Buy |
578,268
+13,421
| +2% | +$370K | 0.4% | 40 |
|
|
2021
Q4 | $16.4M | Buy |
+564,847
| New | +$16.4M | 0.45% | 36 |
|