Joel Isaacson & Co’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
$286K Buy
6,744
+18
+0.3% +$762 0.01% 337
2025
Q1
$259K Buy
6,726
+16
+0.2% +$615 0.01% 341
2024
Q4
$272K Buy
6,710
+26
+0.4% +$1.05K 0.01% 313
2024
Q3
$265K Buy
+6,684
New +$265K 0.01% 306
2022
Q2
Sell
-10,572
Closed -$324K 305
2022
Q1
$324K Buy
10,572
+2,024
+24% +$62K 0.02% 242
2021
Q4
$282K Buy
+8,548
New +$282K 0.02% 263