ShankerValleau Wealth 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 | $87.2M | Sell |
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|
2025
Q2 | $82.5M | Buy |
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|
2025
Q1 | $75.4M | Buy |
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|
2024
Q4 | $71.7M | Sell |
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|
2024
Q3 | $73.4M | Sell |
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|
2024
Q2 | $70.3M | Sell |
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|
2024
Q1 | $70.5M | Sell |
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|
2023
Q4 | $65.5M | Sell |
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|
2023
Q3 | $58.8M | Buy |
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|
2023
Q2 | $60.7M | Sell |
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|
2023
Q1 | $58.7M | Buy |
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|
2022
Q4 | $54.6M | Sell |
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|
2022
Q3 | $51.8M | Sell |
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|
2022
Q2 | $55.9M | Buy |
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|
2022
Q1 | $65.6M | Sell |
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|
2021
Q4 | $69.2M | Buy |
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