WMS Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $31M | Sell |
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|
2024
Q3 | $30.7M | Sell |
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|
2024
Q2 | $29.2M | Sell |
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|
2024
Q1 | $29.1M | Sell |
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|
2023
Q4 | $26.7M | Sell |
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|
2023
Q3 | $24M | Sell |
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|
2023
Q2 | $25M | Sell |
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|
2023
Q1 | $23.5M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $21.3M | Sell |
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|
2022
Q2 | $24.6M | Sell |
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|
2022
Q1 | $30M | Sell |
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|
2021
Q4 | $32.1M | Sell |
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|
2021
Q3 | $30.7M | Sell |
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|
2021
Q2 | $32.9M | Buy |
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