BWA
Blodgett Wealth Advisors’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 | $242K | Sell |
5,712
-360
| -6% | -$15.3K | 0.19% | 58 |
|
|
2025
Q1 | $233K | Hold |
6,072
| – | – | 0.2% | 56 |
|
|
2024
Q4 | $246K | Hold |
6,072
| – | – | 0.19% | 54 |
|
|
2024
Q3 | $241K | Hold |
6,072
| – | – | 0.2% | 55 |
|
|
2024
Q2 | $228K | Hold |
6,072
| – | – | 0.19% | 54 |
|
|
2024
Q1 | $222K | Hold |
6,072
| – | – | 0.2% | 59 |
|
|
2023
Q4 | $202K | Buy |
+6,072
| New | +$202K | 0.21% | 57 |
|
|
2022
Q1 | – | Sell |
-6,072
| Closed | -$200K | – | 82 |
|
|
2021
Q4 | $200K | Buy |
+6,072
| New | +$200K | 0.16% | 82 |
|