Claris Advisors’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 | $19.4M | Buy |
456,829
+350,139
| +328% | +$14.8M | 6.73% | 3 |
|
|
2025
Q1 | $4.1M | Buy |
106,690
+7,179
| +7% | +$276K | 1.53% | 14 |
|
|
2024
Q4 | $4.03M | Sell |
99,511
-1,512
| -1% | -$61.2K | 1.52% | 14 |
|
|
2024
Q3 | $4.01M | Sell |
101,023
-2,468
| -2% | -$98K | 1.74% | 12 |
|
|
2024
Q2 | $3.88M | Sell |
103,491
-7,657
| -7% | -$287K | 2% | 11 |
|
|
2024
Q1 | $4.06M | Sell |
111,148
-1,918
| -2% | -$70.1K | 2.05% | 11 |
|
|
2023
Q4 | $3.76M | Sell |
113,066
-4,959
| -4% | -$165K | 2.08% | 10 |
|
|
2023
Q3 | $3.53M | Buy |
118,025
+402
| +0.3% | +$12K | 2.26% | 9 |
|
|
2023
Q2 | $3.65M | Sell |
117,623
-5,650
| -5% | -$175K | 2.52% | 9 |
|
|
2023
Q1 | $3.55M | Sell |
123,273
-7,683
| -6% | -$221K | 2.63% | 8 |
|
|
2022
Q4 | $3.54M | Buy |
+130,956
| New | +$3.54M | 3.36% | 7 |
|