Chico Wealth RIA’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 | $6.34M | Sell |
149,602
-2,963
| -2% | -$126K | 5.01% | 4 |
|
|
2025
Q1 | $5.86M | Hold |
152,565
| – | – | 5.09% | 4 |
|
|
2024
Q4 | $6.18M | Hold |
152,565
| – | – | 5.4% | 4 |
|
|
2024
Q3 | $6.06M | Sell |
152,565
-2,628
| -2% | -$104K | 5.18% | 4 |
|
|
2024
Q2 | $5.82M | Hold |
155,193
| – | – | 5.33% | 4 |
|
|
2024
Q1 | $5.67M | Hold |
155,193
| – | – | 5.36% | 4 |
|
|
2023
Q4 | $5.16M | Hold |
155,193
| – | – | 5.38% | 4 |
|
|
2023
Q3 | $4.65M | Sell |
155,193
-3,175
| -2% | -$95.1K | 5.56% | 4 |
|
|
2023
Q2 | $4.91M | Sell |
158,368
-14,131
| -8% | -$438K | 5.85% | 4 |
|
|
2023
Q1 | $4.96M | Hold |
172,499
| – | – | 6.38% | 4 |
|
|
2022
Q4 | $4.66M | Sell |
172,499
-387
| -0.2% | -$10.5K | 5.21% | 4 |
|
|
2022
Q3 | $4.35M | Sell |
172,886
-52,116
| -23% | -$1.31M | 5.05% | 5 |
|
|
2022
Q2 | $5.95M | Buy |
225,002
+83,564
| +59% | +$2.21M | 4.83% | 7 |
|
|
2022
Q1 | $4.46M | Buy |
+141,438
| New | +$4.46M | 3.57% | 9 |
|