Bridge Advisory’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
Q3 | $8.26M | Buy |
208,062
+4,618
| +2% | +$183K | 3.93% | 6 |
|
2024
Q2 | $7.63M | Buy |
203,444
+703
| +0.3% | +$26.4K | 3.76% | 7 |
|
2024
Q1 | $7.41M | Buy |
202,741
+1,055
| +0.5% | +$38.6K | 3.68% | 5 |
|
2023
Q4 | $6.71M | Buy |
201,686
+7,479
| +4% | +$249K | 3.36% | 8 |
|
2023
Q3 | $5.82M | Buy |
194,207
+5,991
| +3% | +$179K | 2.04% | 13 |
|
2023
Q2 | $5.83M | Buy |
188,216
+80,375
| +75% | +$2.49M | 2.14% | 13 |
|
2023
Q1 | $3.1M | Buy |
107,841
+14,461
| +15% | +$416K | 1.2% | 19 |
|
2022
Q4 | $2.52M | Buy |
93,380
+6,921
| +8% | +$187K | 1.05% | 22 |
|
2022
Q3 | $2.17M | Buy |
86,459
+39,031
| +82% | +$981K | 1.06% | 21 |
|
2022
Q2 | $1.26M | Buy |
47,428
+12,402
| +35% | +$331K | 0.61% | 35 |
|
2022
Q1 | $1.1M | Buy |
35,026
+13,492
| +63% | +$425K | 0.48% | 44 |
|
2021
Q4 | $711K | Buy |
21,534
+10,510
| +95% | +$347K | 0.32% | 52 |
|
2021
Q3 | $332K | Buy |
11,024
+3,072
| +39% | +$92.5K | 0.16% | 67 |
|
2021
Q2 | $240K | Buy |
+7,952
| New | +$240K | 0.12% | 74 |
|