CVA Family Office’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 | $17.9M | Buy |
422,690
+51,350
| +14% | +$2.18M | 2.52% | 6 |
|
|
2025
Q1 | $14.3M | Sell |
371,340
-7,755
| -2% | -$298K | 2.19% | 7 |
|
|
2024
Q4 | $15.3M | Buy |
379,095
+39,924
| +12% | +$1.62M | 2.43% | 7 |
|
|
2024
Q3 | $13.5M | Buy |
339,171
+18,834
| +6% | +$748K | 2.19% | 8 |
|
|
2024
Q2 | $12M | Buy |
320,337
+11,630
| +4% | +$436K | 2.16% | 8 |
|
|
2024
Q1 | $11.3M | Buy |
308,707
+18,303
| +6% | +$669K | 2.02% | 9 |
|
|
2023
Q4 | $9.66M | Buy |
290,404
+39,107
| +16% | +$1.3M | 1.88% | 10 |
|
|
2023
Q3 | $7.53M | Sell |
251,297
-4,529
| -2% | -$136K | 1.72% | 14 |
|
|
2023
Q2 | $7.93M | Buy |
255,826
+3,664
| +1% | +$114K | 1.66% | 13 |
|
|
2023
Q1 | $7.25M | Buy |
252,162
+3,241
| +1% | +$93.2K | 1.62% | 13 |
|
|
2022
Q4 | $6.73M | Sell |
248,921
-19,127
| -7% | -$517K | 1.63% | 12 |
|
|
2022
Q3 | $6.74M | Sell |
268,048
-2,989
| -1% | -$75.2K | 1.83% | 9 |
|
|
2022
Q2 | $7.16M | Buy |
271,037
+33,355
| +14% | +$882K | 1.95% | 9 |
|
|
2022
Q1 | $7.49M | Buy |
237,682
+76,939
| +48% | +$2.43M | 1.79% | 13 |
|
|
2021
Q4 | $5.31M | Buy |
+160,743
| New | +$5.31M | 1.32% | 19 |
|
|
2021
Q3 | – | Sell |
-123,809
| Closed | -$3.74M | – | 485 |
|
|
2021
Q2 | $3.74M | Buy |
123,809
+5,701
| +5% | +$172K | 1.06% | 23 |
|
|
2021
Q1 | $3.33M | Buy |
118,108
+99,207
| +525% | +$2.8M | 1.26% | 20 |
|
|
2020
Q4 | $497K | Buy |
+18,901
| New | +$497K | 0.31% | 54 |
|