HB Wealth Management’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
Q2 | $57.9M | Sell |
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|
2025
Q1 | $65.4M | Buy |
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|
2024
Q4 | $60.2M | Buy |
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|
2024
Q3 | $55.8M | Buy |
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|
2024
Q2 | $48.2M | Buy |
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|
2024
Q1 | $43.8M | Buy |
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|
2023
Q4 | $37.1M | Buy |
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|
2023
Q3 | $30.8M | Sell |
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|
2023
Q2 | $32.3M | Sell |
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|
2023
Q1 | $30.2M | Buy |
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|
2022
Q4 | $27.9M | Buy |
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|
2022
Q3 | $23M | Buy |
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|
2022
Q2 | $9.26M | Buy |
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|
2022
Q1 | $9.47M | Buy |
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|
2021
Q4 | $7.23M | Buy |
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