IA
IFP Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
104,640
-394,056
| -79% | -$16.7M | 0.13% | 181 |
|
|
2025
Q1 | $19.2M | Buy |
498,696
+11,503
| +2% | +$442K | 0.59% | 28 |
|
|
2024
Q4 | $19.7M | Buy |
487,193
+4,884
| +1% | +$198K | 0.65% | 25 |
|
|
2024
Q3 | $19.1M | Buy |
482,309
+31,721
| +7% | +$1.26M | 0.69% | 26 |
|
|
2024
Q2 | $16.9M | Buy |
450,588
+54,952
| +14% | +$2.06M | 0.67% | 28 |
|
|
2024
Q1 | $14.5M | Buy |
395,636
+47,032
| +13% | +$1.72M | 0.63% | 30 |
|
|
2023
Q4 | $11.6M | Buy |
348,604
+96,562
| +38% | +$3.21M | 0.55% | 32 |
|
|
2023
Q3 | $7.55M | Sell |
252,042
-17,438
| -6% | -$522K | 0.34% | 63 |
|
|
2023
Q2 | $8.35M | Buy |
269,480
+16,811
| +7% | +$521K | 0.35% | 57 |
|
|
2023
Q1 | $6.25M | Buy |
252,669
+12,453
| +5% | +$308K | 0.27% | 74 |
|
|
2022
Q4 | $5.96M | Buy |
240,216
+29,603
| +14% | +$734K | 0.16% | 117 |
|
|
2022
Q3 | $5.23M | Buy |
210,613
+67,962
| +48% | +$1.69M | 0.14% | 156 |
|
|
2022
Q2 | $3.55M | Hold |
142,651
| – | – | 0.11% | 205 |
|
|
2022
Q1 | $3.55M | Buy |
142,651
+78,234
| +121% | +$1.94M | 0.11% | 205 |
|
|
2021
Q4 | $2.14M | Buy |
64,417
+28,584
| +80% | +$950K | 0.04% | 249 |
|
|
2021
Q3 | $1.09M | Buy |
35,833
+9,109
| +34% | +$277K | 0.02% | 370 |
|
|
2021
Q2 | $805K | Buy |
26,724
+5,765
| +28% | +$174K | 0.02% | 420 |
|
|
2021
Q1 | $591K | Buy |
20,959
+19,855
| +1,798% | +$560K | 0.01% | 470 |
|
|
2020
Q4 | $29K | Buy |
+1,104
| New | +$29K | ﹤0.01% | 1652 |
|