Investment 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 | $950K | Buy |
22,416
+151
| +0.7% | +$6.4K | 0.29% | 69 |
|
|
2025
Q1 | $856K | Buy |
22,265
+414
| +2% | +$15.9K | 0.29% | 73 |
|
|
2024
Q4 | $885K | Buy |
21,851
+298
| +1% | +$12.1K | 0.3% | 67 |
|
|
2024
Q3 | $855K | Sell |
21,553
-238
| -1% | -$9.45K | 0.3% | 68 |
|
|
2024
Q2 | $817K | Buy |
21,791
+7,372
| +51% | +$276K | 0.32% | 64 |
|
|
2024
Q1 | $527K | Buy |
14,419
+2,573
| +22% | +$94K | 0.22% | 82 |
|
|
2023
Q4 | $394K | Buy |
11,846
+4,662
| +65% | +$155K | 0.18% | 91 |
|
|
2023
Q3 | $215K | Buy |
7,184
+5
| +0.1% | +$150 | 0.11% | 130 |
|
|
2023
Q2 | $222K | Buy |
+7,179
| New | +$222K | 0.11% | 126 |
|