SIG
Spinnaker Investment Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-55,750
| Closed | -$1.46M | – | 87 |
|
|
2023
Q3 | $1.46M | Buy |
55,750
+15,631
| +39% | +$410K | 0.49% | 20 |
|
|
2023
Q2 | $1.09M | Buy |
40,119
+7,011
| +21% | +$190K | 0.36% | 28 |
|
|
2023
Q1 | $844K | Buy |
33,108
+15,470
| +88% | +$394K | 0.3% | 30 |
|
|
2022
Q4 | $428K | Sell |
17,638
-255
| -1% | -$6.19K | 0.15% | 53 |
|
|
2022
Q3 | $398K | Buy |
+17,893
| New | +$398K | 0.16% | 51 |
|