SFS
Sowell Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Sell |
159,276
-2,000
| -1% | -$71.7K | 0.23% | 94 |
|
|
2025
Q1 | $5.32M | Buy |
161,276
+1,374
| +0.9% | +$45.3K | 0.24% | 89 |
|
|
2024
Q4 | $5.53M | Sell |
159,902
-984,968
| -86% | -$34.1M | 0.29% | 81 |
|
|
2024
Q3 | $39.3M | Sell |
1,144,870
-16,524
| -1% | -$567K | 1.82% | 8 |
|
|
2024
Q2 | $37.4M | Buy |
1,161,394
+28,407
| +3% | +$916K | 1.79% | 8 |
|
|
2024
Q1 | $36.2M | Buy |
1,132,987
+945,765
| +505% | +$30.2M | 1.71% | 9 |
|
|
2023
Q4 | $5.47M | Buy |
187,222
+12,306
| +7% | +$360K | 0.3% | 84 |
|
|
2023
Q3 | $4.58M | Sell |
174,916
-4,759
| -3% | -$125K | 0.29% | 91 |
|
|
2023
Q2 | $4.88M | Buy |
179,675
+9,060
| +5% | +$246K | 0.27% | 90 |
|
|
2023
Q1 | $4.35M | Buy |
170,615
+151,976
| +815% | +$3.87M | 0.34% | 67 |
|
|
2022
Q4 | $453K | Buy |
18,639
+8,225
| +79% | +$200K | 0.03% | 442 |
|
|
2022
Q3 | $232K | Buy |
+10,414
| New | +$232K | 0.02% | 389 |
|
|
2022
Q1 | – | Sell |
-876,355
| Closed | -$25.4M | – | 228 |
|
|
2021
Q4 | $25.4M | Buy |
+876,355
| New | +$25.4M | 1.46% | 10 |
|