Vestia Personal Wealth 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
2025
Q2
$12.8M Buy
356,460
+40,182
+13% +$1.44M 8.75% 2
2025
Q1
$10.4M Buy
316,278
+36,694
+13% +$1.21M 8.25% 3
2024
Q4
$9.67M Buy
279,584
+27,303
+11% +$944K 7.96% 3
2024
Q3
$8.64M Buy
252,281
+22,821
+10% +$781K 8.14% 4
2024
Q2
$7.39M Buy
+229,460
New +$7.39M 7.88% 4