Intrepid Financial Planning Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Sell |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.02M | Sell |
|
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|
2024
Q4 | $1.16M | Sell |
|
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|
2024
Q3 | $1.17M | Sell |
|
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.08M | Sell |
|
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $914K | Sell |
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|
2023
Q2 | $948K | Sell |
|
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|
2023
Q1 | $881K | Sell |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $1.04M | Buy |
|