Your Advocates Ltd’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 |
-22,327
| Closed | -$585K | – | 243 |
|
|
2023
Q3 | $585K | Sell |
22,327
-33,257
| -60% | -$871K | 0.35% | 21 |
|
|
2023
Q2 | $1.51M | Hold |
55,584
| – | – | 0.77% | 14 |
|
|
2023
Q1 | $1.42M | Hold |
55,584
| – | – | 0.78% | 14 |
|
|
2022
Q4 | $1.35M | Hold |
55,584
| – | – | 0.78% | 15 |
|
|
2022
Q3 | $1.24M | Hold |
55,584
| – | – | 0.74% | 13 |
|
|
2022
Q2 | $1.3M | Hold |
55,584
| – | – | 0.77% | 13 |
|
|
2022
Q1 | $1.53M | Hold |
55,584
| – | – | 0.87% | 12 |
|
|
2021
Q4 | $1.61M | Hold |
55,584
| – | – | 0.91% | 11 |
|
|
2021
Q3 | $1.48M | Hold |
55,584
| – | – | 0.96% | 12 |
|
|
2021
Q2 | $1.5M | Buy |
+55,584
| New | +$1.5M | 0.97% | 12 |
|