Dopkins Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $619K | Hold |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $739K | Sell |
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|
2021
Q4 | $777K | Buy |
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