Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,210
| Closed | -$48K | – | 2482 |
|
|
2024
Q3 | $48K | Hold |
1,210
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q2 | $45.4K | Buy |
1,210
+15
| +1% | +$562 | ﹤0.01% | 1128 |
|
|
2024
Q1 | $43.7K | Hold |
1,195
| – | – | ﹤0.01% | 1281 |
|
|
2023
Q4 | $39.7K | Hold |
1,195
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $35.8K | Hold |
1,195
| – | – | ﹤0.01% | 834 |
|
|
2023
Q2 | $37K | Buy |
+1,195
| New | +$37K | ﹤0.01% | 827 |
|