United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-619,292
| Closed | -$16.2M | – | 1065 |
|
|
2023
Q3 | $16.2M | Sell |
619,292
-49,939
| -7% | -$1.31M | 0.11% | 174 |
|
|
2023
Q2 | $18.2M | Sell |
669,231
-28,472
| -4% | -$773K | 0.1% | 174 |
|
|
2023
Q1 | $17.8M | Sell |
697,703
-83,030
| -11% | -$2.12M | 0.1% | 179 |
|
|
2022
Q4 | $19M | Sell |
780,733
-54,360
| -7% | -$1.32M | 0.11% | 177 |
|
|
2022
Q3 | $18.6M | Sell |
835,093
-9,968
| -1% | -$222K | 0.11% | 172 |
|
|
2022
Q2 | $19.7M | Sell |
845,061
-6,898
| -0.8% | -$161K | 0.11% | 179 |
|
|
2022
Q1 | $23.5M | Buy |
851,959
+3,328
| +0.4% | +$91.8K | 0.11% | 172 |
|
|
2021
Q4 | $24.6M | Sell |
848,631
-45,880
| -5% | -$1.33M | 0.11% | 176 |
|
|
2021
Q3 | $23.8M | Sell |
894,511
-720
| -0.1% | -$19.1K | 0.12% | 170 |
|
|
2021
Q2 | $24.2M | Buy |
+895,231
| New | +$24.2M | 0.12% | 172 |
|