Intrepid Financial Planning 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 | $1.13M | Hold |
26,628
| – | – | 0.47% | 51 |
|
|
2025
Q1 | $1.02M | Sell |
26,628
-2,007
| -7% | -$77.2K | 0.47% | 45 |
|
|
2024
Q4 | $1.16M | Sell |
28,635
-888
| -3% | -$36K | 0.49% | 45 |
|
|
2024
Q3 | $1.17M | Sell |
29,523
-114
| -0.4% | -$4.53K | 0.5% | 46 |
|
|
2024
Q2 | $1.11M | Hold |
29,637
| – | – | 0.48% | 44 |
|
|
2024
Q1 | $1.08M | Sell |
29,637
-441
| -1% | -$16.1K | 0.47% | 47 |
|
|
2023
Q4 | $1M | Sell |
30,078
-436
| -1% | -$14.5K | 0.48% | 42 |
|
|
2023
Q3 | $914K | Sell |
30,514
-82
| -0.3% | -$2.46K | 0.47% | 42 |
|
|
2023
Q2 | $948K | Sell |
30,596
-23
| -0.1% | -$713 | 0.46% | 44 |
|
|
2023
Q1 | $881K | Sell |
30,619
-1,230
| -4% | -$35.4K | 0.44% | 45 |
|
|
2022
Q4 | $861K | Sell |
31,849
-5,545
| -15% | -$150K | 0.47% | 45 |
|
|
2022
Q3 | $940K | Sell |
37,394
-1,810
| -5% | -$45.5K | 0.53% | 40 |
|
|
2022
Q2 | $1.04M | Buy |
+39,204
| New | +$1.04M | 0.57% | 39 |
|