Helen Stephens Group’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 | $6.36M | Buy |
150,064
+34,057
| +29% | +$1.44M | 1.58% | 16 |
|
|
2025
Q1 | $4.46M | Buy |
116,007
+20,698
| +22% | +$796K | 1.26% | 17 |
|
|
2024
Q4 | $3.86M | Sell |
95,309
-13,347
| -12% | -$540K | 1.14% | 19 |
|
|
2024
Q3 | $4.31M | Buy |
108,656
+1,806
| +2% | +$71.7K | 1.31% | 18 |
|
|
2024
Q2 | $4.01M | Sell |
106,850
-4,912
| -4% | -$184K | 1.39% | 18 |
|
|
2024
Q1 | $4.08M | Buy |
111,762
+6,333
| +6% | +$231K | 1.58% | 17 |
|
|
2023
Q4 | $3.51M | Sell |
105,429
-1,172
| -1% | -$39K | 1.57% | 17 |
|
|
2023
Q3 | $3.19M | Buy |
106,601
+651
| +0.6% | +$19.5K | 1.65% | 15 |
|
|
2023
Q2 | $3.28M | Buy |
105,950
+14,407
| +16% | +$446K | 1.66% | 15 |
|
|
2023
Q1 | $2.63M | Buy |
91,543
+2,360
| +3% | +$67.9K | 1.37% | 19 |
|
|
2022
Q4 | $2.41M | Sell |
89,183
-32,152
| -26% | -$869K | 1.44% | 19 |
|
|
2022
Q3 | $3.05M | Buy |
+121,335
| New | +$3.05M | 2.14% | 16 |
|