Cherrydale Wealth Management’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 | $10.7M | Buy |
251,963
+6,858
| +3% | +$291K | 3.71% | 7 |
|
|
2025
Q1 | $9.42M | Buy |
245,105
+1,110
| +0.5% | +$42.7K | 3.73% | 8 |
|
|
2024
Q4 | $9.88M | Buy |
243,995
+913
| +0.4% | +$37K | 3.82% | 7 |
|
|
2024
Q3 | $9.65M | Buy |
243,082
+8,697
| +4% | +$345K | 3.94% | 7 |
|
|
2024
Q2 | $8.79M | Sell |
234,385
-3,530
| -1% | -$132K | 3.85% | 7 |
|
|
2024
Q1 | $8.69M | Sell |
237,915
-13,313
| -5% | -$486K | 4.07% | 7 |
|
|
2023
Q4 | $8.35M | Buy |
251,228
+1,596
| +0.6% | +$53.1K | 4.36% | 7 |
|
|
2023
Q3 | $7.48M | Buy |
249,632
+39,759
| +19% | +$1.19M | 4.45% | 7 |
|
|
2023
Q2 | $6.5M | Sell |
209,873
-9,144
| -4% | -$283K | 4.54% | 7 |
|
|
2023
Q1 | $6.3M | Buy |
219,017
+13,468
| +7% | +$387K | 4.77% | 7 |
|
|
2022
Q4 | $5.55M | Buy |
205,549
+55,745
| +37% | +$1.51M | 4.6% | 7 |
|
|
2022
Q3 | $3.77M | Buy |
149,804
+38,719
| +35% | +$974K | 3.48% | 10 |
|
|
2022
Q2 | $2.94M | Buy |
+111,085
| New | +$2.94M | 2.69% | 10 |
|