Kestra Private Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $552K | Sell |
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|
2025
Q2 | $627K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $919K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $4.54M | Buy |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $290K | Buy |
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