Adams Chetwood Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11.1M | Buy |
350,777
+23,199
| +7% | +$731K | 6.27% | 4 |
|
|
2021
Q4 | $10.8M | Buy |
327,578
+42,880
| +15% | +$1.42M | 7.34% | 3 |
|
|
2021
Q3 | $8.58M | Buy |
284,698
+81,720
| +40% | +$2.46M | 6.21% | 4 |
|
|
2021
Q2 | $6.13M | Buy |
202,978
+73,165
| +56% | +$2.21M | 4.33% | 4 |
|
|
2021
Q1 | $3.66M | Buy |
129,813
+116,089
| +846% | +$3.27M | 2.79% | 8 |
|
|
2020
Q4 | $361K | Buy |
+13,724
| New | +$361K | 0.3% | 60 |
|