FinDec Wealth Services’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 | $11.9M | Sell |
282,101
-30,970
| -10% | -$1.31M | 12.5% | 3 |
|
|
2025
Q1 | $12M | Buy |
313,071
+37,715
| +14% | +$1.45M | 11.9% | 3 |
|
|
2024
Q4 | $11.1M | Sell |
275,356
-54,607
| -17% | -$2.21M | 7.74% | 3 |
|
|
2024
Q3 | $13.1M | Buy |
329,963
+2,524
| +0.8% | +$100K | 7.6% | 3 |
|
|
2024
Q2 | $12.3M | Sell |
327,439
-5,752
| -2% | -$216K | 7.75% | 3 |
|
|
2024
Q1 | $12.2M | Sell |
333,191
-4,962
| -1% | -$181K | 7.65% | 2 |
|
|
2023
Q4 | $11.2M | Buy |
338,153
+28,920
| +9% | +$962K | 7.51% | 2 |
|
|
2023
Q3 | $9.26M | Buy |
309,233
+6,651
| +2% | +$199K | 6.69% | 3 |
|
|
2023
Q2 | $9.38M | Buy |
302,582
+2,818
| +0.9% | +$87.3K | 6.56% | 3 |
|
|
2023
Q1 | $8.62M | Sell |
299,764
-67,167
| -18% | -$1.93M | 6.52% | 3 |
|
|
2022
Q4 | $9.91M | Buy |
+366,931
| New | +$9.91M | 8.19% | 3 |
|