Strategic Wealth Partners’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 | $1.79M | Buy |
+50,006
| New | +$1.79M | 0.14% | 109 |
|
|
2024
Q4 | $1.8M | Hold |
50,006
| – | – | 0.15% | 107 |
|
|
2024
Q3 | $1.71M | Hold |
50,006
| – | – | 0.16% | 106 |
|
|
2024
Q2 | $1.61M | Hold |
50,006
| – | – | 0.17% | 100 |
|
|
2024
Q1 | $1.6M | Hold |
50,006
| – | – | 0.18% | 98 |
|
|
2023
Q4 | $1.46M | Hold |
50,006
| – | – | 0.18% | 104 |
|
|
2023
Q3 | $1.31M | Hold |
50,006
| – | – | 0.17% | 137 |
|
|
2023
Q2 | $1.36M | Hold |
50,006
| – | – | 0.18% | 136 |
|
|
2023
Q1 | $1.27M | Hold |
50,006
| – | – | 0.2% | 118 |
|
|
2022
Q4 | $1.21M | Hold |
50,006
| – | – | 0.23% | 110 |
|
|
2022
Q3 | $1.11M | Buy |
+50,006
| New | +$1.11M | 0.24% | 116 |
|