Eldridge Investment Advisors’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 | $418K | Sell |
9,875
-4,750
| -32% | -$201K | 0.09% | 119 |
|
|
2025
Q1 | $562K | Buy |
14,625
+2
| +0% | +$77 | 0.13% | 106 |
|
|
2024
Q4 | $592K | Buy |
14,623
+3
| +0% | +$121 | 0.14% | 100 |
|
|
2024
Q3 | $580K | Buy |
14,620
+202
| +1% | +$8.01K | 0.14% | 97 |
|
|
2024
Q2 | $541K | Sell |
14,418
-384
| -3% | -$14.4K | 0.14% | 98 |
|
|
2024
Q1 | $541K | Buy |
14,802
+2
| +0% | +$73 | 0.14% | 101 |
|
|
2023
Q4 | $492K | Sell |
14,800
-922
| -6% | -$30.7K | 0.13% | 103 |
|
|
2023
Q3 | $471K | Sell |
15,722
-1,167
| -7% | -$35K | 0.16% | 95 |
|
|
2023
Q2 | $523K | Sell |
16,889
-207
| -1% | -$6.41K | 0.17% | 81 |
|
|
2023
Q1 | $492K | Buy |
17,096
+2
| +0% | +$58 | 0.17% | 81 |
|
|
2022
Q4 | $462K | Sell |
17,094
-1,510
| -8% | -$40.8K | 0.16% | 83 |
|
|
2022
Q3 | $468K | Buy |
+18,604
| New | +$468K | 0.18% | 80 |
|