Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-76
| Closed | -$2.77K | – | 160 |
|
|
2024
Q1 | $2.77K | Buy |
76
+1
| +1% | +$36 | ﹤0.01% | 293 |
|
|
2023
Q4 | $2.02K | Hold |
75
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $2.26K | Hold |
75
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $2.33K | Hold |
75
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $2.15K | Hold |
75
| – | – | ﹤0.01% | 297 |
|
|
2022
Q4 | $2.02K | Buy |
75
+37
| +97% | +$995 | ﹤0.01% | 245 |
|
|
2022
Q3 | $966 | Buy |
38
+8
| +27% | +$203 | ﹤0.01% | 300 |
|
|
2022
Q2 | $800 | Buy |
+30
| New | +$800 | ﹤0.01% | 333 |
|