B.O.S.S. Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-123,121
| Closed | -$4.89M | – | 206 |
|
|
2024
Q3 | $4.89M | Buy |
123,121
+15,952
| +15% | +$633K | 0.98% | 32 |
|
|
2024
Q2 | $4.02M | Buy |
107,169
+39,428
| +58% | +$1.48M | 1.03% | 28 |
|
|
2024
Q1 | $2.25M | Sell |
67,741
-1,978
| -3% | -$65.8K | 0.86% | 41 |
|
|
2023
Q4 | $2.32M | Buy |
69,719
+8,410
| +14% | +$280K | 0.45% | 64 |
|
|
2023
Q3 | $1.84M | Buy |
61,309
+13,536
| +28% | +$405K | 0.4% | 84 |
|
|
2023
Q2 | $1.48M | Buy |
47,773
+14,009
| +41% | +$434K | 0.31% | 134 |
|
|
2023
Q1 | $971K | Buy |
33,764
+4,402
| +15% | +$127K | 0.23% | 145 |
|
|
2022
Q4 | $793K | Buy |
+29,362
| New | +$793K | 0.2% | 147 |
|