Essential 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 | $53.8M | Buy |
1,269,662
+16,419
| +1% | +$696K | 20.02% | 2 |
|
|
2025
Q1 | $48.2M | Sell |
1,253,243
-76,559,683
| -98% | -$2.94B | 19.41% | 2 |
|
|
2024
Q4 | $3.18B | Buy |
77,812,926
+76,574,185
| +6,182% | +$3.13B | 20.7% | 2 |
|
|
2024
Q3 | $49.2M | Buy |
1,238,741
+14,073
| +1% | +$559K | 20.17% | 2 |
|
|
2024
Q2 | $45.9M | Buy |
1,224,668
+45,938
| +4% | +$1.72M | 20.2% | 2 |
|
|
2024
Q1 | $39.2M | Buy |
1,178,730
+1,490
| +0.1% | +$49.5K | 19.63% | 2 |
|
|
2023
Q4 | $39.1M | Buy |
1,177,240
+939
| +0.1% | +$31.2K | 19.76% | 2 |
|
|
2023
Q3 | $35.3M | Buy |
1,176,301
+64,189
| +6% | +$1.93M | 19.55% | 2 |
|
|
2023
Q2 | $34.5M | Buy |
1,112,112
+11,797
| +1% | +$365K | 19.65% | 2 |
|
|
2023
Q1 | $31.6M | Buy |
1,100,315
+182,743
| +20% | +$5.25M | 19.17% | 2 |
|
|
2022
Q4 | $23.1M | Buy |
917,572
+880,762
| +2,393% | +$22.2M | 17.72% | 2 |
|
|
2022
Q3 | $926K | Buy |
+36,810
| New | +$926K | 5.34% | 4 |
|