Concord Wealth Partners’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 | $2.31M | Buy |
54,416
+39,794
| +272% | +$1.69M | 0.34% | 73 |
|
|
2025
Q1 | $562K | Buy |
14,622
+34
| +0.2% | +$1.31K | 0.09% | 142 |
|
|
2024
Q4 | $591K | Buy |
14,588
+54
| +0.4% | +$2.19K | 0.1% | 134 |
|
|
2024
Q3 | $577K | Buy |
14,534
+41
| +0.3% | +$1.63K | 0.1% | 127 |
|
|
2024
Q2 | $543K | Buy |
14,493
+13,003
| +873% | +$487K | 0.1% | 133 |
|
|
2024
Q1 | $54.4K | Buy |
1,490
+3
| +0.2% | +$110 | 0.01% | 338 |
|
|
2023
Q4 | $49.4K | Buy |
1,487
+6
| +0.4% | +$199 | 0.01% | 359 |
|
|
2023
Q3 | $44.3K | Buy |
1,481
+5
| +0.3% | +$150 | 0.01% | 397 |
|
|
2023
Q2 | $45.7K | Sell |
1,476
-45
| -3% | -$1.39K | 0.01% | 378 |
|
|
2023
Q1 | $43.7K | Sell |
1,521
-1,200
| -44% | -$34.5K | 0.01% | 363 |
|
|
2022
Q4 | $73.5K | Sell |
2,721
-6,210
| -70% | -$168K | 0.02% | 297 |
|
|
2022
Q3 | $225K | Buy |
8,931
+1,482
| +20% | +$37.3K | 0.07% | 146 |
|
|
2022
Q2 | $197K | Hold |
7,449
| – | – | 0.05% | 164 |
|
|
2022
Q1 | $235K | Buy |
7,449
+7,298
| +4,833% | +$230K | 0.06% | 161 |
|
|
2021
Q4 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 938 |
|