AssuredPartners Investment 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	$2.37M	Sell	56,046 -2,355	-4%	-$99.8K	0.58%	40
2025 Q1	$2.24M	Buy	58,401 +9,621	+20%	+$370K	0.43%	66
2024 Q4	$1.98M	Buy	+48,780	New	+$1.98M	0.38%	74