LWM
Liberty Wealth Management’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 | $35.1M | Buy |
828,196
+13,709
| +2% | +$581K | 5.5% | 1 |
|
|
2025
Q1 | $31.3M | Buy |
814,487
+61,137
| +8% | +$2.35M | 5.99% | 1 |
|
|
2024
Q4 | $30.5M | Buy |
753,350
+34,877
| +5% | +$1.41M | 5.08% | 3 |
|
|
2024
Q3 | $28.5M | Sell |
718,473
-1,055,070
| -59% | -$41.9M | 4.85% | 3 |
|
|
2024
Q2 | $26M | Buy |
1,773,543
+1,099,117
| +163% | +$16.1M | 4.77% | 3 |
|
|
2024
Q1 | $24.7M | Buy |
674,426
+25,868
| +4% | +$946K | 4.81% | 4 |
|
|
2023
Q4 | $21.6M | Buy |
648,558
+149,245
| +30% | +$4.96M | 4.62% | 4 |
|
|
2023
Q3 | $14.9M | Buy |
499,313
+70,985
| +17% | +$2.13M | 3.72% | 5 |
|
|
2023
Q2 | $13.3M | Buy |
428,328
+4,157
| +1% | +$129K | 3.28% | 7 |
|
|
2023
Q1 | $12.3M | Buy |
+424,171
| New | +$12.3M | 2.53% | 8 |
|
|
2022
Q3 | $3.5M | Buy |
+138,973
| New | +$3.5M | 0.93% | 21 |
|