WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Hold |
86,838
| – | – | 0.66% | 18 |
|
|
2025
Q1 | $2.86M | Sell |
86,838
-280
| -0.3% | -$9.24K | 0.66% | 17 |
|
|
2024
Q4 | $3.01M | Hold |
87,118
| – | – | 0.68% | 18 |
|
|
2024
Q3 | $2.99M | Hold |
87,118
| – | – | 0.67% | 18 |
|
|
2024
Q2 | $2.81M | Sell |
87,118
-617
| -0.7% | -$19.9K | 0.68% | 19 |
|
|
2024
Q1 | $2.8M | Hold |
87,735
| – | – | 0.69% | 19 |
|
|
2023
Q4 | $2.56M | Hold |
87,735
| – | – | 0.68% | 19 |
|
|
2023
Q3 | $2.3M | Sell |
87,735
-4,607
| -5% | -$121K | 0.67% | 17 |
|
|
2023
Q2 | $2.51M | Sell |
92,342
-637
| -0.7% | -$17.3K | 0.71% | 18 |
|
|
2023
Q1 | $2.37M | Hold |
92,979
| – | – | 0.71% | 18 |
|
|
2022
Q4 | $2.26M | Hold |
92,979
| – | – | 0.72% | 18 |
|
|
2022
Q3 | $2.07M | Hold |
92,979
| – | – | 0.71% | 18 |
|
|
2022
Q2 | $2.17M | Hold |
92,979
| – | – | 0.71% | 18 |
|
|
2022
Q1 | $2.56M | Hold |
92,979
| – | – | 0.74% | 18 |
|
|
2021
Q4 | $2.69M | Hold |
92,979
| – | – | 0.76% | 19 |
|
|
2021
Q3 | $2.47M | Buy |
+92,979
| New | +$2.47M | 0.76% | 19 |
|