Silver Oak Advisory Group’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 | $12.8M | Buy |
357,826
+21,725
| +6% | +$779K | 6.21% | 4 |
|
2025
Q1 | $11.1M | Sell |
336,101
-1,262
| -0.4% | -$41.6K | 5.89% | 5 |
|
2024
Q4 | $11.7M | Sell |
337,363
-5,062
| -1% | -$175K | 6.17% | 5 |
|
2024
Q3 | $11.7M | Buy |
342,425
+3,372
| +1% | +$116K | 6.02% | 5 |
|
2024
Q2 | $10.9M | Buy |
339,053
+13,500
| +4% | +$435K | 6.07% | 5 |
|
2024
Q1 | $10.4M | Buy |
325,553
+10,074
| +3% | +$322K | 5.84% | 5 |
|
2023
Q4 | $9.22M | Buy |
315,479
+7,352
| +2% | +$215K | 5.42% | 5 |
|
2023
Q3 | $8.07M | Buy |
308,127
+13,329
| +5% | +$349K | 5.23% | 5 |
|
2023
Q2 | $8M | Buy |
294,798
+7,293
| +3% | +$198K | 5.23% | 5 |
|
2023
Q1 | $7.33M | Buy |
287,505
+13,417
| +5% | +$342K | 4.92% | 5 |
|
2022
Q4 | $6.65M | Sell |
274,088
-5,110
| -2% | -$124K | 4.69% | 6 |
|
2022
Q3 | $6.21M | Buy |
279,198
+38,572
| +16% | +$858K | 4.65% | 6 |
|
2022
Q2 | $5.61M | Sell |
240,626
-5,030
| -2% | -$117K | 3.97% | 9 |
|
2022
Q1 | $6.78M | Buy |
245,656
+1,557
| +0.6% | +$42.9K | 4.42% | 9 |
|
2021
Q4 | $7.07M | Buy |
+244,099
| New | +$7.07M | 4.48% | 8 |
|