AWM
Axxcess Wealth Management’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 | $5.53M | Sell |
130,454
-20,629
| -14% | -$874K | 0.13% | 139 |
|
|
2025
Q1 | $5.81M | Buy |
+151,083
| New | +$5.81M | 0.15% | 120 |
|
|
2024
Q4 | – | Sell |
-9,279
| Closed | -$368K | – | 870 |
|
|
2024
Q3 | $368K | Buy |
9,279
+25
| +0.3% | +$992 | 0.01% | 633 |
|
|
2024
Q2 | $347K | Buy |
9,254
+26
| +0.3% | +$975 | 0.01% | 610 |
|
|
2024
Q1 | $337K | Buy |
+9,228
| New | +$337K | 0.01% | 635 |
|