BetterWealth’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
Q2 | – | Sell |
-39,164
| Closed | -$1.43M | – | 64 |
|
2024
Q1 | $1.43M | Buy |
39,164
+14
| +0% | +$512 | 0.47% | 24 |
|
2023
Q4 | $1.3M | Buy |
+39,150
| New | +$1.3M | 0.45% | 24 |
|
2022
Q2 | – | Sell |
-142,236
| Closed | -$4.48M | – | 41 |
|
2022
Q1 | $4.48M | Buy |
142,236
+2,093
| +1% | +$66K | 6% | 4 |
|
2021
Q4 | $4.63M | Buy |
+140,143
| New | +$4.63M | 3.24% | 7 |
|