Envision Financial Planning’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 | $20.9M | Sell |
493,050
-1,651
| -0.3% | -$69.9K | 9.77% | 1 |
|
|
2025
Q1 | $19M | Sell |
494,701
-27,701
| -5% | -$1.06M | 9.69% | 1 |
|
|
2024
Q4 | $21.2M | Buy |
522,402
+10,779
| +2% | +$436K | 10.93% | 1 |
|
|
2024
Q3 | $20.3M | Buy |
511,623
+71,976
| +16% | +$2.86M | 10.69% | 1 |
|
|
2024
Q2 | $16.5M | Buy |
439,647
+8,758
| +2% | +$328K | 12.59% | 1 |
|
|
2024
Q1 | $15.7M | Buy |
430,889
+10,284
| +2% | +$376K | 12.71% | 1 |
|
|
2023
Q4 | $14M | Sell |
420,605
-8,885
| -2% | -$295K | 12.25% | 1 |
|
|
2023
Q3 | $12.9M | Buy |
+429,490
| New | +$12.9M | 12.74% | 1 |
|