Lauterbach Financial Advisors’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 | $1.57M | Buy |
36,999
+7,205
| +24% | +$305K | 0.86% | 19 |
|
|
2025
Q1 | $1.15M | Sell |
29,794
-88
| -0.3% | -$3.38K | 0.71% | 21 |
|
|
2024
Q4 | $1.21M | Sell |
29,882
-1,430
| -5% | -$57.9K | 0.73% | 22 |
|
|
2024
Q3 | $1.24M | Sell |
31,312
-184
| -0.6% | -$7.3K | 0.76% | 20 |
|
|
2024
Q2 | $1.16M | Buy |
31,496
+1,108
| +4% | +$40.9K | 0.77% | 21 |
|
|
2024
Q1 | $1.11M | Sell |
30,388
-418
| -1% | -$15.3K | 0.73% | 22 |
|
|
2023
Q4 | $1.02M | Buy |
30,806
+1,350
| +5% | +$44.9K | 0.71% | 19 |
|
|
2023
Q3 | $882K | Sell |
29,456
-518
| -2% | -$15.5K | 0.69% | 17 |
|
|
2023
Q2 | $929K | Sell |
29,974
-631
| -2% | -$19.6K | 0.71% | 19 |
|
|
2023
Q1 | $881K | Buy |
30,605
+85
| +0.3% | +$2.45K | 0.71% | 19 |
|
|
2022
Q4 | $825K | Sell |
30,520
-1,284
| -4% | -$34.7K | 0.73% | 18 |
|
|
2022
Q3 | $800K | Buy |
31,804
+5,136
| +19% | +$129K | 0.81% | 17 |
|
|
2022
Q2 | $705K | Buy |
26,668
+1,846
| +7% | +$48.8K | 0.67% | 19 |
|
|
2022
Q1 | $782K | Sell |
24,822
-749
| -3% | -$23.6K | 0.71% | 19 |
|
|
2021
Q4 | $844K | Buy |
+25,571
| New | +$844K | 0.75% | 18 |
|