FWM
Fonville Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
823,593
+107,424
| +15% | +$4.55M | 8.83% | 1 |
|
|
2025
Q1 | $27.5M | Buy |
716,169
+49,196
| +7% | +$1.89M | 8.11% | 1 |
|
|
2024
Q4 | $27M | Buy |
666,973
+57,093
| +9% | +$2.31M | 8.92% | 1 |
|
|
2024
Q3 | $24.2M | Buy |
609,880
+22,446
| +4% | +$891K | 8.36% | 1 |
|
|
2024
Q2 | $22M | Buy |
587,434
+76,109
| +15% | +$2.85M | 8.73% | 1 |
|
|
2024
Q1 | $18.7M | Buy |
511,325
+91,016
| +22% | +$3.33M | 8.28% | 1 |
|
|
2023
Q4 | $14M | Buy |
+420,309
| New | +$14M | 7.41% | 1 |
|