HFG 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 | $5.32M | Sell |
138,374
-567
| -0.4% | -$21.8K | 3.24% | 11 |
|
|
2025
Q1 | $5.63M | Sell |
138,941
-2,032
| -1% | -$82.3K | 3.41% | 11 |
|
|
2024
Q4 | $5.6M | Buy |
140,973
+2,355
| +2% | +$93.5K | 3.63% | 10 |
|
|
2024
Q3 | $5.2M | Hold |
138,618
| – | – | 3.31% | 11 |
|
|
2024
Q2 | $5.2M | Buy |
138,618
+12,436
| +10% | +$466K | 3.31% | 11 |
|
|
2024
Q1 | $4.61M | Buy |
126,182
+136
| +0.1% | +$4.97K | 2.72% | 12 |
|
|
2023
Q4 | $4.19M | Buy |
+126,046
| New | +$4.19M | 1.03% | 22 |
|
|
2023
Q1 | $2.94M | Buy |
+102,224
| New | +$2.94M | 0.61% | 27 |
|