Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.3M | Buy |
85,280
+38,249
| +81% | +$1.03M | 0.23% | 102 |
|
|
2022
Q3 | $1.18M | Buy |
47,031
+7,174
| +18% | +$180K | 0.13% | 179 |
|
|
2022
Q2 | $1.05M | Buy |
39,857
+130
| +0.3% | +$3.44K | 0.11% | 209 |
|
|
2022
Q1 | $1.25M | Sell |
39,727
-652
| -2% | -$20.5K | 0.1% | 209 |
|
|
2021
Q4 | $1.33M | Buy |
40,379
+152
| +0.4% | +$5.02K | 0.1% | 202 |
|
|
2021
Q3 | $1.21M | Buy |
40,227
+105
| +0.3% | +$3.16K | 0.22% | 106 |
|
|
2021
Q2 | $1.21M | Buy |
40,122
+30,611
| +322% | +$925K | 0.16% | 149 |
|
|
2021
Q1 | $268K | Buy |
+9,511
| New | +$268K | 0.04% | 378 |
|