Symphony Financial’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 | $1.18M | Buy |
+32,599
| New | +$1.18M | 0.15% | 107 |
|
|
2025
Q1 | – | Sell |
-32,434
| Closed | -$1.16M | – | 124 |
|
|
2024
Q4 | $1.16M | Buy |
32,434
+86
| +0.3% | +$3.08K | 0.18% | 95 |
|
|
2024
Q3 | $1.11M | Hold |
32,348
| – | – | 0.18% | 94 |
|
|
2024
Q2 | $1.04M | Hold |
32,348
| – | – | 0.19% | 88 |
|
|
2024
Q1 | $1.03M | Sell |
32,348
-500
| -2% | -$16K | 0.24% | 79 |
|
|
2023
Q4 | $945K | Sell |
32,848
-826
| -2% | -$23.8K | 0.2% | 88 |
|
|
2023
Q3 | $878K | Buy |
33,674
+110
| +0.3% | +$2.87K | 0.22% | 81 |
|
|
2023
Q2 | $903K | Buy |
33,564
+104
| +0.3% | +$2.8K | 0.22% | 87 |
|
|
2023
Q1 | $840K | Sell |
33,460
-331
| -1% | -$8.31K | 0.22% | 92 |
|
|
2022
Q4 | $824K | Buy |
33,791
+152
| +0.5% | +$3.71K | 0.22% | 88 |
|
|
2022
Q3 | $757K | Buy |
33,639
+114
| +0.3% | +$2.57K | 0.25% | 91 |
|
|
2022
Q2 | $787K | Buy |
33,525
+109
| +0.3% | +$2.56K | 0.23% | 86 |
|
|
2022
Q1 | $909K | Buy |
33,416
+4,156
| +14% | +$113K | 0.21% | 88 |
|
|
2021
Q4 | $851K | Buy |
29,260
+121
| +0.4% | +$3.52K | 0.24% | 76 |
|
|
2021
Q3 | $784K | Buy |
29,139
+82
| +0.3% | +$2.21K | 0.27% | 64 |
|
|
2021
Q2 | $777K | Buy |
+29,057
| New | +$777K | 0.26% | 66 |
|