Coppell Advisory Solutions’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 | $372K | Sell |
8,826
-411
| -4% | -$17.3K | 0.04% | 277 |
|
|
2025
Q1 | $351K | Sell |
9,237
-65
| -0.7% | -$2.47K | 0.05% | 247 |
|
|
2024
Q4 | $378K | Sell |
9,302
-247
| -3% | -$10K | 0.05% | 194 |
|
|
2024
Q3 | $378K | Sell |
9,549
-701
| -7% | -$27.7K | 0.06% | 196 |
|
|
2024
Q2 | $384K | Buy |
+10,250
| New | +$384K | 0.06% | 180 |
|
|
2023
Q4 | $243K | Sell |
7,294
-794
| -10% | -$26.4K | 0.05% | 239 |
|
|
2023
Q3 | $219K | Buy |
8,088
+644
| +9% | +$17.4K | 0.08% | 155 |
|
|
2023
Q2 | $228K | Buy |
+7,444
| New | +$228K | 0.06% | 174 |
|
|
2023
Q1 | – | Sell |
-8,088
| Closed | -$219K | – | 411 |
|
|
2022
Q4 | $219K | Buy |
+8,088
| New | +$219K | 0.07% | 159 |
|