DWM
Diversify Wealth Management’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 | $52.7M | Sell |
1,195,351
-20,825
| -2% | -$918K | 3.26% | 2 |
|
|
2025
Q1 | $46.2M | Buy |
1,216,176
+11,881
| +1% | +$451K | 3.43% | 1 |
|
|
2024
Q4 | $48.4M | Sell |
1,204,295
-46,233
| -4% | -$1.86M | 3.77% | 1 |
|
|
2024
Q3 | $49.9M | Buy |
1,250,528
+38,363
| +3% | +$1.53M | 4.81% | 1 |
|
|
2024
Q2 | $43.4M | Buy |
+1,212,165
| New | +$43.4M | 5.4% | 1 |
|