LWA
Ledgewood Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
336,100
-1,584
| -0.5% | -$67.1K | 8.97% | 1 |
|
|
2025
Q1 | $13M | Sell |
337,684
-2,722
| -0.8% | -$105K | 8.37% | 2 |
|
|
2024
Q4 | $13.8M | Buy |
340,406
+14,884
| +5% | +$603K | 8.9% | 1 |
|
|
2024
Q3 | $12.9M | Buy |
325,522
+71,998
| +28% | +$2.86M | 8.7% | 2 |
|
|
2024
Q2 | $9.5M | Buy |
253,524
+14,682
| +6% | +$550K | 8.19% | 2 |
|
|
2024
Q1 | $8.73M | Buy |
238,842
+10,872
| +5% | +$397K | 8.11% | 3 |
|
|
2023
Q4 | $7.58M | Buy |
+227,970
| New | +$7.58M | 7% | 3 |
|