BFA
Beacon Financial Advisory’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 | $538K | Sell |
12,692
-3,235
| -20% | -$137K | 0.14% | 191 |
|
|
2025
Q1 | $612K | Sell |
15,927
-5,985
| -27% | -$230K | 0.19% | 142 |
|
|
2024
Q4 | $887K | Buy |
21,912
+2,147
| +11% | +$86.9K | 0.29% | 97 |
|
|
2024
Q3 | $784K | Sell |
19,765
-1,615
| -8% | -$64.1K | 0.27% | 108 |
|
|
2024
Q2 | $802K | Buy |
21,380
+13
| +0.1% | +$487 | 0.3% | 97 |
|
|
2024
Q1 | $781K | Buy |
21,367
+10
| +0% | +$365 | 0.38% | 81 |
|
|
2023
Q4 | $710K | Sell |
21,357
-1,875
| -8% | -$62.3K | 0.34% | 91 |
|
|
2023
Q3 | $696K | Buy |
23,232
+6
| +0% | +$180 | 0.38% | 86 |
|
|
2023
Q2 | $720K | Buy |
23,226
+5
| +0% | +$155 | 0.41% | 77 |
|
|
2023
Q1 | $668K | Sell |
23,221
-3,241
| -12% | -$93.2K | 0.42% | 76 |
|
|
2022
Q4 | $715K | Sell |
26,462
-1,784
| -6% | -$48.2K | 0.51% | 63 |
|
|
2022
Q3 | $710K | Sell |
28,246
-1,620
| -5% | -$40.7K | 0.51% | 55 |
|
|
2022
Q2 | $789K | Sell |
29,866
-368
| -1% | -$9.72K | 0.45% | 63 |
|
|
2022
Q1 | $953K | Buy |
30,234
+977
| +3% | +$30.8K | 0.46% | 64 |
|
|
2021
Q4 | $965K | Sell |
29,257
-9,614
| -25% | -$317K | 0.45% | 72 |
|
|
2021
Q3 | $1.17M | Buy |
38,871
+1,626
| +4% | +$49K | 0.61% | 44 |
|
|
2021
Q2 | $1.13M | Sell |
37,245
-10,582
| -22% | -$320K | 0.6% | 46 |
|
|
2021
Q1 | $1.35M | Buy |
+47,827
| New | +$1.35M | 0.77% | 30 |
|