EverSource Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$367 | – | 4058 |
|
|
2024
Q4 | $367 | Hold |
9
| – | – | ﹤0.01% | 3292 |
|
|
2024
Q3 | $360 | Sell |
9
-55
| -86% | -$2.2K | ﹤0.01% | 2915 |
|
|
2024
Q2 | $2.45K | Hold |
64
| – | – | ﹤0.01% | 2481 |
|
|
2024
Q1 | $2.24K | Buy |
64
+55
| +611% | +$1.93K | ﹤0.01% | 2340 |
|
|
2023
Q4 | $301 | Hold |
9
| – | – | ﹤0.01% | 2572 |
|
|
2023
Q3 | $272 | Hold |
9
| – | – | ﹤0.01% | 2434 |
|
|
2023
Q2 | $281 | Hold |
9
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q1 | $261 | Hold |
9
| – | – | ﹤0.01% | 2300 |
|
|
2022
Q4 | $244 | Hold |
9
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q3 | $0 | Sell |
9
-4,547
| -100% | – | ﹤0.01% | 1999 |
|
|
2022
Q2 | $120K | Buy |
4,556
+4,547
| +50,522% | +$120K | 0.03% | 334 |
|
|
2022
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1740 |
|