Creative Capital Management Investments’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 | $21.6K | Hold |
509
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $19.6K | Hold |
509
| – | – | 0.01% | 155 |
|
|
2024
Q4 | $20.6K | Sell |
509
-482
| -49% | -$19.5K | 0.01% | 151 |
|
|
2024
Q3 | $39.3K | Hold |
991
| – | – | 0.02% | 108 |
|
|
2024
Q2 | $37.2K | Hold |
991
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $36.2K | Sell |
991
-322
| -25% | -$11.8K | 0.02% | 101 |
|
|
2023
Q4 | $43.7K | Hold |
1,313
| – | – | 0.03% | 91 |
|
|
2023
Q3 | $39.3K | Hold |
1,313
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $40.7K | Hold |
1,313
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $37.8K | Sell |
1,313
-2,186
| -62% | -$62.9K | 0.03% | 106 |
|
|
2022
Q4 | $95K | Buy |
+3,499
| New | +$95K | 0.08% | 57 |
|