Kaufman Rossin Wealth’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
$1.42M Sell
33,459
-1,773
-5% -$75.1K 0.9% 17
2025
Q1
$1.35M Hold
35,232
0.97% 15
2024
Q4
$1.43M Buy
+35,232
New +$1.43M 1.47% 13