AE Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
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|
2025
Q1 | $84.9M | Buy |
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|
2024
Q4 | $81.6M | Buy |
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|
2024
Q3 | $72.9M | Buy |
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|
2024
Q2 | $63.3M | Buy |
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|
2024
Q1 | $58.4M | Sell |
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|
2023
Q4 | $59.7M | Buy |
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|
2023
Q3 | $47.8M | Buy |
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|
2023
Q2 | $42.7M | Buy |
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|
2023
Q1 | $35.5M | Sell |
|
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|
2022
Q4 | $122M | Buy |
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|
2022
Q3 | $108M | Buy |
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|
2022
Q2 | $101M | Buy |
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|
2022
Q1 | $55.1M | Buy |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $373K | Buy |
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