TFO Wealth Partners’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 | $145M | Sell |
4,043,598
-33,379
| -0.8% | -$1.2M | 25.5% | 2 |
|
|
2025
Q1 | $134M | Sell |
4,076,977
-48,838
| -1% | -$1.61M | 26.67% | 2 |
|
|
2024
Q4 | $143M | Sell |
4,125,815
-93,983
| -2% | -$3.25M | 67.76% | 1 |
|
|
2024
Q3 | $145M | Sell |
4,219,798
-57,686
| -1% | -$1.98M | 26.57% | 2 |
|
|
2024
Q2 | $138M | Sell |
4,277,484
-37,325
| -0.9% | -$1.2M | 26.97% | 2 |
|
|
2024
Q1 | $138M | Sell |
4,314,809
-86,442
| -2% | -$2.76M | 26.74% | 2 |
|
|
2023
Q4 | $129M | Sell |
4,401,251
-123,385
| -3% | -$3.61M | 26.19% | 2 |
|
|
2023
Q3 | $123M | Sell |
4,524,636
-533
| -0% | -$14.5K | 25.67% | 2 |
|
|
2023
Q2 | $123M | Sell |
4,525,169
-30,852
| -0.7% | -$838K | 25.91% | 2 |
|
|
2023
Q1 | $116M | Buy |
4,556,021
+4,111,645
| +925% | +$105M | 25.46% | 2 |
|
|
2022
Q4 | $19.5M | Sell |
444,376
-4,188,679
| -90% | -$184M | 4.51% | 4 |
|
|
2022
Q3 | $103M | Sell |
4,633,055
-79,318
| -2% | -$1.76M | 25.74% | 2 |
|
|
2022
Q2 | $110M | Sell |
4,712,373
-271,805
| -5% | -$6.33M | 24.72% | 2 |
|
|
2022
Q1 | $137M | Sell |
4,984,178
-71,332
| -1% | -$1.97M | 27.24% | 2 |
|
|
2021
Q4 | $144M | Sell |
5,055,510
-7,563
| -0.1% | -$215K | 27.53% | 2 |
|
|
2021
Q3 | $135M | Sell |
5,063,073
-31,064
| -0.6% | -$825K | 26.59% | 2 |
|
|
2021
Q2 | $136M | Buy |
+5,094,137
| New | +$136M | 26.89% | 2 |
|