Graves Light Lenhart Wealth’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Sell |
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|
2025
Q2 | $278K | Buy |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $55K | Buy |
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