Concord Wealth Partners’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 | $2.63M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $54.4K | Buy |
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|
2023
Q4 | $49.4K | Buy |
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|
2023
Q3 | $44.3K | Buy |
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|
2023
Q2 | $45.7K | Sell |
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|
2023
Q1 | $43.7K | Sell |
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|
2022
Q4 | $73.5K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $5K | Buy |
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