Alpha Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Sell |
755,918
-28,778
| -4% | -$1.22M | 12.37% | 1 |
|
|
2025
Q1 | $30.2M | Buy |
784,696
+188,892
| +32% | +$7.26M | 13.41% | 2 |
|
|
2024
Q4 | $24.1M | Buy |
595,804
+11,022
| +2% | +$446K | 10.92% | 3 |
|
|
2024
Q3 | $23.2M | Buy |
584,782
+43,866
| +8% | +$1.74M | 10.27% | 3 |
|
|
2024
Q2 | $20.3M | Sell |
540,916
-12,109
| -2% | -$454K | 9.76% | 6 |
|
|
2024
Q1 | $20.2M | Buy |
553,025
+36,140
| +7% | +$1.32M | 9.53% | 6 |
|
|
2023
Q4 | $17.2M | Buy |
516,885
+45,112
| +10% | +$1.5M | 8.71% | 6 |
|
|
2023
Q3 | $14.1M | Buy |
471,773
+32,432
| +7% | +$971K | 8.95% | 6 |
|
|
2023
Q2 | $13.6M | Buy |
439,341
+94,836
| +28% | +$2.94M | 8.52% | 6 |
|
|
2023
Q1 | $9.91M | Buy |
344,505
+75,283
| +28% | +$2.17M | 6.88% | 6 |
|
|
2022
Q4 | $7.27M | Buy |
+269,222
| New | +$7.27M | 6.32% | 7 |
|