BCU Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,773
| Closed | -$477K | – | 52 |
|
|
2024
Q4 | $477K | Sell |
11,773
-80,652
| -87% | -$3.27M | 0.27% | 31 |
|
|
2024
Q3 | $3.67M | Buy |
92,425
+16,570
| +22% | +$658K | 2.19% | 8 |
|
|
2024
Q2 | $2.84M | Buy |
75,855
+12,281
| +19% | +$460K | 2.1% | 8 |
|
|
2024
Q1 | $2.32M | Buy |
63,574
+21,042
| +49% | +$769K | 1.97% | 9 |
|
|
2023
Q4 | $1.41M | Buy |
+42,532
| New | +$1.41M | 1.54% | 10 |
|