Exencial Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $991K | Buy |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $206K | Buy |
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