Cerity Partners’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 | $7.14M | Buy |
168,580
+5,140
| +3% | +$218K | 0.01% | 663 |
|
2025
Q1 | $6.28M | Sell |
163,440
-53,271
| -25% | -$2.05M | 0.01% | 643 |
|
2024
Q4 | $8.77M | Buy |
216,711
+29,029
| +15% | +$1.18M | 0.02% | 528 |
|
2024
Q3 | $7.45M | Sell |
187,682
-1,851
| -1% | -$73.5K | 0.02% | 577 |
|
2024
Q2 | $7.11M | Buy |
189,533
+125,954
| +198% | +$4.72M | 0.02% | 515 |
|
2024
Q1 | $2.32M | Sell |
63,579
-14,784
| -19% | -$540K | 0.01% | 908 |
|
2023
Q4 | $2.61M | Buy |
78,363
+23,640
| +43% | +$786K | 0.01% | 685 |
|
2023
Q3 | $1.64M | Buy |
54,723
+31,083
| +131% | +$931K | 0.01% | 626 |
|
2023
Q2 | $733K | Sell |
23,640
-9,596
| -29% | -$297K | ﹤0.01% | 1027 |
|
2023
Q1 | $956K | Buy |
33,236
+9,596
| +41% | +$276K | ﹤0.01% | 993 |
|
2022
Q4 | $639K | Buy |
+23,640
| New | +$639K | ﹤0.01% | 839 |
|