Lauer 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 | $10.5M | Buy |
241,912
+6,006
| +3% | +$261K | 8.69% | 5 |
|
|
2025
Q1 | $8.95M | Buy |
235,906
+16,566
| +8% | +$629K | 6.89% | 5 |
|
|
2024
Q4 | $8.88M | Buy |
219,340
+3,322
| +2% | +$135K | 5.94% | 7 |
|
|
2024
Q3 | $8.63M | Buy |
216,018
+12,101
| +6% | +$483K | 6.66% | 7 |
|
|
2024
Q2 | $7.82M | Buy |
203,917
+163,317
| +402% | +$6.26M | 6.17% | 6 |
|
|
2024
Q1 | $1.46M | Buy |
40,600
+11,266
| +38% | +$406K | 1.27% | 16 |
|
|
2023
Q4 | $987K | Buy |
29,334
+5,792
| +25% | +$195K | 0.91% | 18 |
|
|
2023
Q3 | $716K | Sell |
23,542
-504
| -2% | -$15.3K | 0.77% | 21 |
|
|
2023
Q2 | $762K | Buy |
24,046
+6,630
| +38% | +$210K | 0.79% | 21 |
|
|
2023
Q1 | $503K | Buy |
+17,416
| New | +$503K | 0.63% | 21 |
|