Trellis Wealth Advisors’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 | $36.6M | Buy |
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|
2025
Q1 | $32.6M | Sell |
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|
2024
Q4 | $35.1M | Buy |
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|
2024
Q3 | $34.3M | Buy |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $29.8M | Buy |
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|
2023
Q4 | $26.4M | Buy |
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|
2023
Q3 | $23M | Buy |
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|
2023
Q2 | $21.2M | Buy |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $15.8M | Buy |
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