M Wealth Management LLC’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	$24.6M	Sell	581,137 -693	-0.1%	-$29.4K	22.7%	1
2025 Q1	$22.4M	Sell	581,830 -75,159	-11%	-$2.89M	20.84%	1
2024 Q4	$26.6M	Buy	+656,989	New	+$26.6M	24.29%	1