EP Wealth 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	$456K	Buy	10,764 +2,222	+26%	+$94.1K	﹤0.01%	814
2025 Q1	$328K	Buy	8,542 +5,909	+224%	+$227K	﹤0.01%	870
2024 Q4	$107K	Sell	2,633 -451	-15%	-$18.3K	﹤0.01%	1199
2024 Q3	$122K	Sell	3,084 -490	-14%	-$19.4K	﹤0.01%	1120
2024 Q2	$134K	Buy	+3,574	New	+$134K	﹤0.01%	804