AWA
Acorn Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
34,202
+6
| +0% | +$254 | 0.54% | 45 |
|
|
2025
Q1 | $1.31M | Sell |
34,196
-498
| -1% | -$19.1K | 0.55% | 44 |
|
|
2024
Q4 | $1.4M | Sell |
34,694
-4,115
| -11% | -$167K | 0.58% | 42 |
|
|
2024
Q3 | $1.54M | Sell |
38,809
-281
| -0.7% | -$11.2K | 0.66% | 35 |
|
|
2024
Q2 | $1.47M | Buy |
39,090
+647
| +2% | +$24.3K | 0.72% | 33 |
|
|
2024
Q1 | $1.4M | Buy |
38,443
+1,035
| +3% | +$37.8K | 0.73% | 35 |
|
|
2023
Q4 | $1.24M | Buy |
37,408
+3,218
| +9% | +$107K | 0.74% | 32 |
|
|
2023
Q3 | $1.02M | Buy |
34,190
+8,754
| +34% | +$262K | 0.68% | 34 |
|
|
2023
Q2 | $788K | Buy |
25,436
+16,691
| +191% | +$517K | 0.54% | 42 |
|
|
2023
Q1 | $252K | Sell |
8,745
-13
| -0.1% | -$374 | 0.19% | 137 |
|
|
2022
Q4 | $237K | Buy |
8,758
+12
| +0.1% | +$325 | 0.18% | 132 |
|
|
2022
Q3 | $220K | Sell |
8,746
-7,637
| -47% | -$192K | 0.18% | 136 |
|
|
2022
Q2 | $433K | Buy |
16,383
+4,768
| +41% | +$126K | 0.34% | 69 |
|
|
2022
Q1 | $366K | Sell |
11,615
-6,575
| -36% | -$207K | 0.25% | 104 |
|
|
2021
Q4 | $600K | Buy |
18,190
+2,963
| +19% | +$97.7K | 0.38% | 61 |
|
|
2021
Q3 | $459K | Buy |
15,227
+4,962
| +48% | +$150K | 0.32% | 76 |
|
|
2021
Q2 | $310K | Buy |
+10,265
| New | +$310K | 0.21% | 115 |
|