Live Oak Private Wealth’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
$9.74M Buy
229,853
+133,668
+139% +$5.66M 1.45% 22
2025
Q1
$3.7M Buy
96,185
+57,006
+146% +$2.19M 0.6% 55
2024
Q4
$1.59M Buy
+39,179
New +$1.59M 0.27% 78