Cherrydale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $9.42M | Buy |
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|
2024
Q4 | $9.88M | Buy |
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|
2024
Q3 | $9.65M | Buy |
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|
2024
Q2 | $8.79M | Sell |
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|
2024
Q1 | $8.69M | Sell |
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|
2023
Q4 | $8.35M | Buy |
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|
2023
Q3 | $7.48M | Buy |
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|
2023
Q2 | $6.5M | Sell |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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