Elevation Wealth Partners’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 | $2.94M | Buy |
69,328
+9,692
| +16% | +$411K | 1.16% | 23 |
|
|
2025
Q1 | $2.29M | Buy |
59,636
+7,915
| +15% | +$304K | 0.99% | 26 |
|
|
2024
Q4 | $2.09M | Buy |
51,721
+15,928
| +45% | +$645K | 0.88% | 27 |
|
|
2024
Q3 | $1.42M | Buy |
35,793
+1,999
| +6% | +$79.3K | 0.61% | 33 |
|
|
2024
Q2 | $1.27M | Buy |
33,794
+7,510
| +29% | +$282K | 0.6% | 34 |
|
|
2024
Q1 | $960K | Buy |
+26,284
| New | +$960K | 0.48% | 41 |
|