Andrews Lucia 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
Q3 | $5.56M | Sell |
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|
2025
Q2 | $5.17M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $4.44M | Hold |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.75M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $3.64M | Buy |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $3.15M | Sell |
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|
2022
Q2 | $5.98M | Buy |
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|
2022
Q1 | $6.23M | Hold |
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|
2021
Q4 | $6.23M | Buy |
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