FMB Wealth Management’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 | $9.25M | Sell |
218,270
-10,613
| -5% | -$450K | 4.4% | 6 |
|
|
2025
Q1 | $8.8M | Buy |
228,883
+24,038
| +12% | +$924K | 4.87% | 6 |
|
|
2024
Q4 | $8.29M | Buy |
204,845
+6,071
| +3% | +$246K | 4.67% | 5 |
|
|
2024
Q3 | $7.89M | Sell |
198,774
-435
| -0.2% | -$17.3K | 4.46% | 5 |
|
|
2024
Q2 | $7.47M | Sell |
199,209
-345
| -0.2% | -$12.9K | 5.68% | 3 |
|
|
2024
Q1 | $7.29M | Buy |
199,554
+3,509
| +2% | +$128K | 5.82% | 3 |
|
|
2023
Q4 | $6.52M | Sell |
196,045
-3,894
| -2% | -$129K | 5.96% | 3 |
|
|
2023
Q3 | $5.99M | Buy |
199,939
+20,811
| +12% | +$623K | 6.43% | 3 |
|
|
2023
Q2 | $5.55M | Buy |
179,128
+67,351
| +60% | +$2.09M | 5.89% | 3 |
|
|
2023
Q1 | $3.22M | Buy |
111,777
+2,066
| +2% | +$59.4K | 3.84% | 9 |
|
|
2022
Q4 | $2.96M | Buy |
+109,711
| New | +$2.96M | 3.82% | 9 |
|