Level Wealth Management’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
$6.03M Buy
142,372
+322
+0.2% +$13.6K 3.51% 7
2025
Q1
$5.46M Sell
142,050
-6,639
-4% -$255K 3.57% 6
2024
Q4
$6.02M Buy
+148,689
New +$6.02M 4.25% 5