GCA
Gradient Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,199
| Closed | -$239K | – | 141 |
|
|
2023
Q4 | $239K | Hold |
7,199
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $216K | Sell |
7,199
-1,954
| -21% | -$58.5K | 0.09% | 132 |
|
|
2023
Q2 | $284K | Sell |
9,153
-18
| -0.2% | -$558 | 0.11% | 120 |
|
|
2023
Q1 | $264K | Buy |
9,171
+102
| +1% | +$2.94K | 0.11% | 123 |
|
|
2022
Q4 | $245K | Buy |
+9,069
| New | +$245K | 0.11% | 126 |
|