Summit Wealth Group’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 | $15.7M | Sell |
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|
2025
Q1 | $16.7M | Sell |
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|
2024
Q4 | $19.3M | Buy |
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|
2024
Q3 | $18.3M | Sell |
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|
2024
Q2 | $41.3M | Sell |
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|
2024
Q1 | $41.8M | Buy |
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|
2023
Q4 | $37.7M | Buy |
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|
2023
Q3 | $33.2M | Buy |
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|
2023
Q2 | $34.1M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $9.07M | Buy |
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|
2022
Q1 | $9.92M | Buy |
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|
2021
Q4 | $7.9M | Sell |
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|
2021
Q3 | $7.59M | Sell |
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|
2021
Q2 | $8.16M | Buy |
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