HTG Investment Advisors’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 | $7.46M | Buy |
176,090
+31,264
| +22% | +$1.32M | 2.77% | 12 |
|
|
2025
Q1 | $5.57M | Buy |
144,826
+461
| +0.3% | +$17.7K | 2.32% | 13 |
|
|
2024
Q4 | $5.85M | Buy |
144,365
+254
| +0.2% | +$10.3K | 2.67% | 12 |
|
|
2024
Q3 | $5.72M | Buy |
144,111
+5,749
| +4% | +$228K | 2.7% | 11 |
|
|
2024
Q2 | $5.19M | Sell |
138,362
-1,893
| -1% | -$71K | 2.8% | 12 |
|
|
2024
Q1 | $5.12M | Buy |
140,255
+33,533
| +31% | +$1.23M | 2.97% | 11 |
|
|
2023
Q4 | $3.55M | Buy |
106,722
+4,468
| +4% | +$149K | 2.32% | 12 |
|
|
2023
Q3 | $3.06M | Buy |
102,254
+1,657
| +2% | +$49.6K | 2.45% | 12 |
|
|
2023
Q2 | $3.12M | Buy |
100,597
+5,881
| +6% | +$182K | 2.57% | 10 |
|
|
2023
Q1 | $2.72M | Buy |
94,716
+3,910
| +4% | +$112K | 2.48% | 11 |
|
|
2022
Q4 | $2.45M | Buy |
+90,806
| New | +$2.45M | 2.48% | 11 |
|