Helen Stephens Group’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 | $6.88M | Buy |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $4.01M | Sell |
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|
2024
Q1 | $4.08M | Buy |
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|
2023
Q4 | $3.51M | Sell |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $3.05M | Buy |
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