Beaird Harris Wealth Management’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 |
-68
| Closed | -$2.7K | – | 505 |
|
|
2024
Q3 | $2.7K | Hold |
68
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $2.55K | Hold |
68
| – | – | ﹤0.01% | 503 |
|
|
2024
Q1 | $2.49K | Hold |
68
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $2.26K | Hold |
68
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $2.04K | Hold |
68
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $2.11K | Hold |
68
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $1.96K | Hold |
68
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $1.84K | Hold |
68
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-68
| Closed | -$2K | – | 450 |
|
|
2022
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 562 |
|