Atria Wealth Solutions’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 | $322K | Sell |
7,490
-1,327
| -15% | -$57K | 0.01% | 1118 |
|
|
2025
Q1 | $339K | Buy |
8,817
+50
| +0.6% | +$1.92K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $355K | Sell |
8,767
-99
| -1% | -$4.01K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $352K | Sell |
8,866
-995
| -10% | -$39.5K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $370K | Buy |
9,861
+144
| +1% | +$5.4K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $355K | Buy |
9,717
+69
| +0.7% | +$2.52K | ﹤0.01% | 1439 |
|
|
2023
Q4 | $321K | Buy |
9,648
+1,000
| +12% | +$33.3K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $259K | Buy |
8,648
+310
| +4% | +$9.29K | ﹤0.01% | 1506 |
|
|
2023
Q2 | $258K | Buy |
8,338
+116
| +1% | +$3.6K | ﹤0.01% | 1524 |
|
|
2023
Q1 | $237K | Buy |
+8,222
| New | +$237K | ﹤0.01% | 1561 |
|