SAM
Synergy Asset Management’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 | $294K | Hold |
8,210
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $271K | Sell |
8,210
-8,210
| -50% | -$271K | 0.03% | 151 |
|
|
2024
Q4 | $565K | Buy |
16,420
+8,210
| +100% | +$283K | 0.04% | 148 |
|
|
2024
Q3 | $282K | Hold |
8,210
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $265K | Hold |
8,210
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $262K | Hold |
8,210
| – | – | 0.04% | 110 |
|
|
2023
Q4 | $240K | Hold |
8,210
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $215K | Buy |
+8,210
| New | +$215K | 0.04% | 123 |
|