Axis Wealth Partners’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	$544K	Sell	12,840 -250	-2%	-$10.6K	0.36%	80
2025 Q1	$503K	Sell	13,090 -743	-5%	-$28.6K	0.37%	78
2024 Q4	$560K	Buy	+13,833	New	+$560K	0.47%	58