FMWA
Forvis Mazars Wealth Advisors’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 | $16M | Sell |
376,909
-126,685
| -25% | -$5.37M | 0.34% | 43 |
|
|
2025
Q1 | $19.4M | Sell |
503,594
-242,814
| -33% | -$9.33M | 0.46% | 36 |
|
|
2024
Q4 | $30.2M | Sell |
746,408
-29,013
| -4% | -$1.17M | 0.7% | 24 |
|
|
2024
Q3 | $30.8M | Sell |
775,421
-16,314
| -2% | -$648K | 0.71% | 27 |
|
|
2024
Q2 | $29.7M | Buy |
791,735
+16,677
| +2% | +$625K | 0.74% | 27 |
|
|
2024
Q1 | $28.3M | Buy |
775,058
+57,668
| +8% | +$2.11M | 0.72% | 27 |
|
|
2023
Q4 | $23.9M | Buy |
717,390
+45,828
| +7% | +$1.52M | 0.66% | 29 |
|
|
2023
Q3 | $20.1M | Buy |
671,562
+59,689
| +10% | +$1.79M | 0.61% | 30 |
|
|
2023
Q2 | $19M | Buy |
611,873
+73,346
| +14% | +$2.27M | 0.56% | 34 |
|
|
2023
Q1 | $15.5M | Buy |
538,527
+115,023
| +27% | +$3.31M | 0.51% | 35 |
|
|
2022
Q4 | $11.4M | Buy |
423,504
+99,318
| +31% | +$2.68M | 0.4% | 49 |
|
|
2022
Q3 | $8.15M | Buy |
324,186
+67,043
| +26% | +$1.69M | 0.33% | 51 |
|
|
2022
Q2 | $6.8M | Buy |
+257,143
| New | +$6.8M | 0.27% | 57 |
|