Cassady Schiller Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $487K | Buy |
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