Summit Financial Strategies’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
Q2 | $331K | Hold |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $220K | Buy |
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