AWAG
ARS Wealth Advisors Group’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 | $252K | Hold |
5,960
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $229K | Hold |
5,960
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $241K | Hold |
5,960
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $237K | Hold |
5,960
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $223K | Hold |
5,960
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $218K | Buy |
+5,960
| New | +$218K | 0.03% | 159 |
|
|
2023
Q2 | – | Sell |
-6,954
| Closed | -$200K | – | 143 |
|
|
2023
Q1 | $200K | Sell |
6,954
-1,086
| -14% | -$31.2K | 0.04% | 118 |
|
|
2022
Q4 | $217K | Buy |
+8,040
| New | +$217K | 0.04% | 127 |
|