Jackson Thornton Wealth Management’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 | $13M | Buy |
304,744
+2,596
| +0.9% | +$111K | 1.49% | 14 |
|
|
2025
Q1 | $10.9M | Buy |
302,148
+67,221
| +29% | +$2.43M | 1.45% | 14 |
|
|
2024
Q4 | $9.51M | Buy |
234,927
+9,570
| +4% | +$387K | 1.2% | 14 |
|
|
2024
Q3 | $8.94M | Sell |
225,357
-1,358
| -0.6% | -$53.9K | 1.18% | 15 |
|
|
2024
Q2 | $8.5M | Sell |
226,715
-5,349
| -2% | -$201K | 1.3% | 13 |
|
|
2024
Q1 | $8.48M | Sell |
232,064
-2,245
| -1% | -$82K | 1.44% | 11 |
|
|
2023
Q4 | $7.79M | Buy |
234,309
+138,757
| +145% | +$4.61M | 1.43% | 11 |
|
|
2023
Q3 | $2.86M | Buy |
95,552
+1,678
| +2% | +$50.3K | 0.59% | 15 |
|
|
2023
Q2 | $2.91M | Buy |
93,874
+1,186
| +1% | +$36.8K | 0.59% | 15 |
|
|
2023
Q1 | $2.67M | Buy |
92,688
+14,906
| +19% | +$429K | 0.6% | 13 |
|
|
2022
Q4 | $2.1M | Buy |
77,782
+24,231
| +45% | +$655K | 0.5% | 11 |
|
|
2022
Q3 | $1.35M | Buy |
+53,551
| New | +$1.35M | 0.37% | 12 |
|