Websterrogers Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Sell |
246,866
-1,057
| -0.4% | -$37.9K | 2.81% | 13 |
|
|
2025
Q1 | $8.18M | Sell |
247,923
-25,469
| -9% | -$840K | 2.79% | 13 |
|
|
2024
Q4 | $9.46M | Sell |
273,392
-9,851
| -3% | -$341K | 3.28% | 11 |
|
|
2024
Q3 | $9.71M | Sell |
283,243
-4,671
| -2% | -$160K | 3.4% | 10 |
|
|
2024
Q2 | $9.28M | Sell |
287,914
-2,017
| -0.7% | -$65K | 3.31% | 12 |
|
|
2024
Q1 | $9.26M | Sell |
289,931
-140
| -0% | -$4.47K | 3.29% | 10 |
|
|
2023
Q4 | $8.48M | Sell |
290,071
-4,591
| -2% | -$134K | 3.54% | 12 |
|
|
2023
Q3 | $7.72M | Sell |
294,662
-5,671
| -2% | -$149K | 3.4% | 11 |
|
|
2023
Q2 | $8.15M | Sell |
300,333
-8,759
| -3% | -$238K | 3.55% | 10 |
|
|
2023
Q1 | $7.88M | Buy |
309,092
+65
| +0% | +$1.66K | 3.62% | 10 |
|
|
2022
Q4 | $7.5M | Sell |
309,027
-2,778
| -0.9% | -$67.5K | 3.63% | 10 |
|
|
2022
Q3 | $6.94M | Sell |
311,805
-3,732
| -1% | -$83K | 3.65% | 8 |
|
|
2022
Q2 | $7.35M | Sell |
315,537
-365
| -0.1% | -$8.5K | 3.59% | 8 |
|
|
2022
Q1 | $8.74M | Buy |
315,902
+27,128
| +9% | +$750K | 4.47% | 5 |
|
|
2021
Q4 | $8.37M | Sell |
288,774
-34,658
| -11% | -$1M | 1.89% | 11 |
|
|
2021
Q3 | $8.59M | Sell |
323,432
-121
| -0% | -$3.22K | 1.99% | 11 |
|
|
2021
Q2 | $8.43M | Buy |
+323,553
| New | +$8.43M | 2.01% | 10 |
|