Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $393K | Hold |
13,106
| – | – | 0.22% | 43 |
|
|
2023
Q2 | $406K | Hold |
13,106
| – | – | 0.23% | 40 |
|
|
2023
Q1 | $377K | Hold |
13,106
| – | – | 0.22% | 44 |
|
|
2022
Q4 | $354K | Sell |
13,106
-3,267
| -20% | -$88.3K | 0.23% | 46 |
|
|
2022
Q3 | $412K | Buy |
16,373
+6,259
| +62% | +$157K | 0.31% | 39 |
|
|
2022
Q2 | $267K | Buy |
+10,114
| New | +$267K | 0.2% | 47 |
|