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Trevian Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Trevian Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,728
Closed -$255K – 30
2023
Q4 		$255K Hold
8,728
– – 0.2% 26
2023
Q3 		$229K Hold
8,728
– – 0.21% 28
2023
Q2 		$237K Hold
8,728
– – 1.89% 12
2023
Q1 		$222K Buy
+8,728
New +$222K 0.21% 30