Fiduciary 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	$4.27M	Buy	100,686 +3,542	+4%	+$150K	0.77%	28
2025 Q1	$3.49M	Buy	97,144 +67,950	+233%	+$2.44M	0.76%	29
2024 Q4	$1.17M	Buy	29,194 +361	+1%	+$14.5K	0.26%	56
2024 Q3	$1.14M	Sell	28,833 -13,433	-32%	-$532K	0.26%	56
2024 Q2	$1.65M	Buy	+42,266	New	+$1.65M	0.4%	44