Capstone Wealth Management (Alabama)’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
Q2
$1.66M Buy
39,091
+2,902
+8% +$123K 1.45% 15
2025
Q1
$1.39M Buy
36,189
+14,580
+67% +$560K 1.39% 14
2024
Q4
$875K Buy
+21,609
New +$875K 0.85% 18