SFS
Summit Financial Strategies’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 | $331K | Hold |
9,240
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $305K | Sell |
9,240
-103
| -1% | -$3.4K | 0.03% | 114 |
|
|
2024
Q4 | $323K | Hold |
9,343
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $320K | Hold |
9,343
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $301K | Hold |
9,343
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $299K | Sell |
9,343
-859
| -8% | -$27.4K | 0.04% | 112 |
|
|
2023
Q4 | $298K | Buy |
10,202
+1,942
| +24% | +$56.8K | 0.05% | 112 |
|
|
2023
Q3 | $216K | Hold |
8,260
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $224K | Hold |
8,260
| – | – | 0.04% | 114 |
|
|
2023
Q1 | $210K | Hold |
8,260
| – | – | 0.04% | 113 |
|
|
2022
Q4 | $201K | Buy |
+8,260
| New | +$201K | 0.04% | 113 |
|
|
2022
Q2 | – | Sell |
-8,260
| Closed | -$228K | – | 122 |
|
|
2022
Q1 | $228K | Hold |
8,260
| – | – | 0.05% | 105 |
|
|
2021
Q4 | $239K | Buy |
8,260
+103
| +1% | +$2.98K | 0.05% | 107 |
|
|
2021
Q3 | $217K | Hold |
8,157
| – | – | 0.04% | 109 |
|
|
2021
Q2 | $220K | Buy |
+8,157
| New | +$220K | 0.04% | 111 |
|