Congress 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 | $555K | Sell |
13,094
-1,463
| -10% | -$62K | 0.01% | 889 |
|
|
2025
Q1 | $560K | Sell |
14,557
-12,865
| -47% | -$495K | 0.01% | 783 |
|
|
2024
Q4 | $1.11M | Buy |
27,422
+126
| +0.5% | +$5.1K | 0.02% | 502 |
|
|
2024
Q3 | $1.08M | Buy |
27,296
+1,739
| +7% | +$69K | 0.01% | 510 |
|
|
2024
Q2 | $958K | Hold |
25,557
| – | – | 0.02% | 432 |
|
|
2024
Q1 | $934K | Buy |
25,557
+2,884
| +13% | +$105K | 0.02% | 382 |
|
|
2023
Q4 | $754K | Buy |
22,673
+9,807
| +76% | +$326K | 0.01% | 415 |
|
|
2023
Q3 | $385K | Buy |
+12,866
| New | +$385K | 0.01% | 491 |
|