CWS
Cypress Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
12,493
-240
| -2% | -$10.2K | 0.09% | 166 |
|
|
2025
Q1 | $489K | Sell |
12,733
-437
| -3% | -$16.8K | 0.1% | 158 |
|
|
2024
Q4 | $533K | Buy |
13,170
+14
| +0.1% | +$567 | 0.11% | 149 |
|
|
2024
Q3 | $522K | Sell |
13,156
-2,494
| -16% | -$99K | 0.11% | 147 |
|
|
2024
Q2 | $587K | Sell |
15,650
-1,278
| -8% | -$47.9K | 0.13% | 123 |
|
|
2024
Q1 | $619K | Hold |
16,928
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $563K | Buy |
16,928
+470
| +3% | +$15.6K | 0.14% | 128 |
|
|
2023
Q3 | $493K | Buy |
16,458
+1,213
| +8% | +$36.3K | 0.14% | 136 |
|
|
2023
Q2 | $481K | Buy |
15,245
+1,369
| +10% | +$43.2K | 0.13% | 142 |
|
|
2023
Q1 | $399K | Hold |
13,876
| – | – | 0.12% | 147 |
|
|
2022
Q4 | $375K | Buy |
+13,876
| New | +$375K | 0.12% | 154 |
|