Elevate Wealth Advisory’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 | $2.5M | Buy |
59,040
+8,933
| +18% | +$378K | 1.78% | 15 |
|
|
2025
Q1 | $1.93M | Sell |
50,107
-1,732
| -3% | -$66.6K | 1.36% | 18 |
|
|
2024
Q4 | $2.1M | Sell |
51,839
-658
| -1% | -$26.6K | 1.57% | 17 |
|
|
2024
Q3 | $2.08M | Sell |
52,497
-2,487
| -5% | -$98.7K | 1.55% | 16 |
|
|
2024
Q2 | $2.06M | Sell |
54,984
-3,664
| -6% | -$137K | 1.67% | 16 |
|
|
2024
Q1 | $2.14M | Sell |
58,648
-26,145
| -31% | -$955K | 1.87% | 15 |
|
|
2023
Q4 | $2.82M | Buy |
+84,793
| New | +$2.82M | 2.58% | 12 |
|