Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $753K | Sell |
19,581
-33
| -0.2% | -$1.27K | 0.38% | 28 |
|
|
2024
Q4 | $794K | Buy |
19,614
+2
| +0% | +$81 | 0.41% | 27 |
|
|
2024
Q3 | $778K | Sell |
19,612
-9
| -0% | -$357 | 0.4% | 29 |
|
|
2024
Q2 | $736K | Buy |
19,621
+615
| +3% | +$23.1K | 0.44% | 27 |
|
|
2024
Q1 | $694K | Sell |
19,006
-160
| -0.8% | -$5.85K | 0.4% | 31 |
|
|
2023
Q4 | $637K | Sell |
19,166
-1,727
| -8% | -$57.4K | 0.43% | 28 |
|
|
2023
Q3 | $626K | Buy |
20,893
+84
| +0.4% | +$2.52K | 0.48% | 28 |
|
|
2023
Q2 | $645K | Sell |
20,809
-871
| -4% | -$27K | 0.45% | 30 |
|
|
2023
Q1 | $624K | Sell |
21,680
-8,999
| -29% | -$259K | 0.46% | 29 |
|
|
2022
Q4 | $899K | Buy |
30,679
+7,609
| +33% | +$223K | 0.65% | 25 |
|
|
2022
Q3 | $580K | Sell |
23,070
-28,166
| -55% | -$708K | 0.52% | 28 |
|
|
2022
Q2 | $1.35M | Sell |
51,236
-12,104
| -19% | -$320K | 1.15% | 15 |
|
|
2022
Q1 | $2M | Buy |
+63,340
| New | +$2M | 1.48% | 12 |
|