Steward Partners Investment Advisory’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 | $4.75M | Buy |
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|
2025
Q2 | $3.91M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $559K | Buy |
|
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $631K | Hold |
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|
2021
Q4 | $663K | Buy |
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