Forthright Family Wealth Advisory’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 | $1.45M | Sell |
34,267
-75
| -0.2% | -$3.18K | 0.92% | 22 |
|
|
2025
Q1 | $1.32M | Hold |
34,342
| – | – | 0.87% | 23 |
|
|
2024
Q4 | $1.39M | Sell |
34,342
-1,933
| -5% | -$78.3K | 0.9% | 21 |
|
|
2024
Q3 | $1.54M | Sell |
36,275
-11,078
| -23% | -$469K | 0.99% | 20 |
|
|
2024
Q2 | $1.78M | Hold |
47,353
| – | – | 1.14% | 22 |
|
|
2024
Q1 | $1.73M | Buy |
47,353
+5,836
| +14% | +$213K | 1.16% | 23 |
|
|
2023
Q4 | $1.38M | Buy |
+41,517
| New | +$1.38M | 1.08% | 21 |
|