Ethos Financial Group’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 | $219K | Sell |
5,171
-7,990
| -61% | -$338K | 0.02% | 404 |
|
2025
Q1 | $533K | Hold |
13,161
| – | – | 0.05% | 222 |
|
2024
Q4 | $533K | Buy |
13,161
+284
| +2% | +$11.5K | 0.07% | 153 |
|
2024
Q3 | $511K | Buy |
12,877
+19
| +0.1% | +$754 | 0.08% | 131 |
|
2024
Q2 | $482K | Buy |
12,858
+6,108
| +90% | +$229K | 0.08% | 140 |
|
2024
Q1 | $247K | Buy |
+6,750
| New | +$247K | 0.05% | 230 |
|