Congress Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Congress Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$555K	Sell
2025 Q1	$560K	Sell
2024 Q4	$1.11M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$958K	Hold
2024 Q1	$934K	Buy
2023 Q4	$754K	Buy
2023 Q3	$385K	Buy