Dopkins Wealth Management’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 | $272K | Sell |
6,409
-5,442
| -46% | -$231K | 0.12% | 67 |
|
|
2025
Q1 | $456K | Sell |
11,851
-1,102
| -9% | -$42.4K | 0.23% | 53 |
|
|
2024
Q4 | $524K | Buy |
+12,953
| New | +$524K | 0.27% | 55 |
|
|
2024
Q3 | – | Sell |
-15,546
| Closed | -$583K | – | 70 |
|
|
2024
Q2 | $583K | Sell |
15,546
-2,070
| -12% | -$77.6K | 0.35% | 39 |
|
|
2024
Q1 | $644K | Buy |
17,616
+3,098
| +21% | +$113K | 0.39% | 34 |
|
|
2023
Q4 | $483K | Sell |
14,518
-3,175
| -18% | -$106K | 0.38% | 28 |
|
|
2023
Q3 | $530K | Buy |
17,693
+3,175
| +22% | +$95.1K | 0.4% | 31 |
|
|
2023
Q2 | $450K | Sell |
14,518
-7,000
| -33% | -$217K | 0.4% | 25 |
|
|
2023
Q1 | $619K | Hold |
21,518
| – | – | 0.58% | 19 |
|
|
2022
Q4 | $581K | Hold |
21,518
| – | – | 0.51% | 26 |
|
|
2022
Q3 | $541K | Hold |
21,518
| – | – | 0.61% | 20 |
|
|
2022
Q2 | $569K | Sell |
21,518
-1,930
| -8% | -$51K | 0.61% | 18 |
|
|
2022
Q1 | $739K | Sell |
23,448
-101
| -0.4% | -$3.18K | 0.8% | 15 |
|
|
2021
Q4 | $777K | Buy |
+23,549
| New | +$777K | 0.77% | 15 |
|