CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Hold |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $825K | Buy |
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|
2024
Q4 | $850K | Hold |
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|
2024
Q3 | $833K | Sell |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $782K | Hold |
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|
2023
Q4 | $712K | Hold |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $14K | Buy |
|