Envestnet Portfolio Solutions’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 | $600K | Buy |
14,163
+48
| +0.3% | +$2.03K | ﹤0.01% | 1011 |
|
|
2025
Q1 | $543K | Sell |
14,115
-28
| -0.2% | -$1.08K | ﹤0.01% | 1013 |
|
|
2024
Q4 | $573K | Sell |
14,143
-16
| -0.1% | -$648 | ﹤0.01% | 1172 |
|
|
2024
Q3 | $562K | Sell |
14,159
-499
| -3% | -$19.8K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $550K | Sell |
14,658
-292
| -2% | -$10.9K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $546K | Buy |
14,950
+481
| +3% | +$17.6K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $481K | Buy |
14,469
+33
| +0.2% | +$1.1K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $432K | Buy |
+14,436
| New | +$432K | ﹤0.01% | 1047 |
|