Heirloom Wealth Management’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 | $6.44M | Buy |
151,944
+8,190
| +6% | +$347K | 1.7% | 21 |
|
|
2025
Q1 | $5.53M | Buy |
143,754
+17,524
| +14% | +$674K | 1.58% | 21 |
|
|
2024
Q4 | $5.11M | Sell |
126,230
-4,206
| -3% | -$170K | 1.53% | 20 |
|
|
2024
Q3 | $5.18M | Sell |
130,436
-2,405
| -2% | -$95.5K | 1.61% | 20 |
|
|
2024
Q2 | $4.98M | Sell |
132,841
-12,284
| -8% | -$461K | 1.61% | 20 |
|
|
2024
Q1 | $5.3M | Buy |
145,125
+5,240
| +4% | +$191K | 1.81% | 18 |
|
|
2023
Q4 | $4.65M | Buy |
139,885
+23
| +0% | +$765 | 1.79% | 19 |
|
|
2023
Q3 | $4.19M | Buy |
139,862
+2,746
| +2% | +$82.2K | 1.86% | 18 |
|
|
2023
Q2 | $4.25M | Buy |
137,116
+20,147
| +17% | +$624K | 1.85% | 21 |
|
|
2023
Q1 | $3.37M | Buy |
+116,969
| New | +$3.37M | 1.61% | 21 |
|