Glassman 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 | $418K | Hold |
9,860
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $379K | Hold |
9,860
| – | – | 0.06% | 45 |
|
|
2024
Q4 | $399K | Buy |
9,860
+1,050
| +12% | +$42.5K | 0.07% | 41 |
|
|
2024
Q3 | $350K | Hold |
8,810
| – | – | 0.06% | 46 |
|
|
2024
Q2 | $330K | Hold |
8,810
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $322K | Hold |
8,810
| – | – | 0.07% | 50 |
|
|
2023
Q4 | $293K | Hold |
8,810
| – | – | 0.04% | 140 |
|
|
2023
Q3 | $264K | Buy |
8,810
+1,950
| +28% | +$58.4K | 0.04% | 134 |
|
|
2023
Q2 | $213K | Buy |
6,860
+500
| +8% | +$15.5K | 0.03% | 164 |
|
|
2023
Q1 | $183K | Buy |
6,360
+1,000
| +19% | +$28.8K | 0.03% | 184 |
|
|
2022
Q4 | $145K | Buy |
+5,360
| New | +$145K | 0.03% | 219 |
|