Lionshead 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
$1.41M Sell
33,217
-11,718
-26% -$496K 1.3% 30
2025
Q1
$1.73M Buy
44,935
+160
+0.4% +$6.15K 1.79% 19
2024
Q4
$1.81M Buy
+44,775
New +$1.81M 1.31% 23