Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $25.3M | Buy |
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|
2023
Q4 | $22.7M | Buy |
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|
2023
Q3 | $20M | Buy |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $17.3M | Buy |
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|
2022
Q3 | $15.5M | Sell |
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|
2022
Q2 | $16.7M | Sell |
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|
2022
Q1 | $20.4M | Sell |
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|
2021
Q4 | $21.6M | Sell |
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|
2021
Q3 | $37.9M | Sell |
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|
2021
Q2 | $38.4M | Buy |
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