Great Point Wealth Advisors’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
Q1 | $12.3M | Sell |
319,687
-2,650
| -0.8% | -$102K | 2.66% | 13 |
|
|
2024
Q4 | $13.1M | Sell |
322,337
-1,790
| -0.6% | -$72.5K | 2.85% | 13 |
|
|
2024
Q3 | $12.9M | Sell |
324,127
-299
| -0.1% | -$11.9K | 2.75% | 13 |
|
|
2024
Q2 | $12.2M | Sell |
324,426
-3,043
| -0.9% | -$114K | 2.78% | 13 |
|
|
2024
Q1 | $12M | Sell |
327,469
-8,424
| -3% | -$308K | 2.79% | 13 |
|
|
2023
Q4 | $11.2M | Sell |
335,893
-15,812
| -4% | -$526K | 2.9% | 12 |
|
|
2023
Q3 | $10.5M | Buy |
351,705
+6,652
| +2% | +$199K | 3.16% | 9 |
|
|
2023
Q2 | $10.7M | Sell |
345,053
-1,661
| -0.5% | -$51.5K | 3.21% | 9 |
|
|
2023
Q1 | $9.97M | Sell |
346,714
-3,004
| -0.9% | -$86.4K | 3.16% | 9 |
|
|
2022
Q4 | $9.45M | Buy |
349,718
+100,757
| +40% | +$2.72M | 3.17% | 12 |
|
|
2022
Q3 | $6.26M | Sell |
248,961
-341,823
| -58% | -$8.6M | 2.33% | 14 |
|
|
2022
Q2 | $15.6M | Buy |
+590,784
| New | +$15.6M | 5.53% | 5 |
|