Investmark Advisory 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 | $3.08M | Sell |
72,722
-98
| -0.1% | -$4.15K | 1.44% | 19 |
|
|
2025
Q1 | $2.8M | Buy |
72,820
+355
| +0.5% | +$13.6K | 1.38% | 21 |
|
|
2024
Q4 | $2.93M | Sell |
72,465
-5,695
| -7% | -$231K | 1.44% | 22 |
|
|
2024
Q3 | $3.1M | Buy |
78,160
+884
| +1% | +$35.1K | 1.51% | 19 |
|
|
2024
Q2 | $2.9M | Buy |
77,276
+990
| +1% | +$37.1K | 1.55% | 19 |
|
|
2024
Q1 | $2.79M | Sell |
76,286
-9,175
| -11% | -$335K | 1.53% | 18 |
|
|
2023
Q4 | $2.84M | Buy |
85,461
+1,986
| +2% | +$66K | 1.67% | 18 |
|
|
2023
Q3 | $2.5M | Buy |
83,475
+7,559
| +10% | +$226K | 1.69% | 16 |
|
|
2023
Q2 | $2.35M | Buy |
75,916
+11,780
| +18% | +$365K | 1.57% | 20 |
|
|
2023
Q1 | $1.85M | Buy |
64,136
+14,773
| +30% | +$425K | 1.36% | 24 |
|
|
2022
Q4 | $1.33M | Buy |
+49,363
| New | +$1.33M | 0.99% | 28 |
|