Mark Sheptoff Financial Planning’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 | $32.6K | Hold |
770
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $29.6K | Hold |
770
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $31.2K | Hold |
770
| – | – | 0.02% | 215 |
|
|
2024
Q3 | $30.6K | Hold |
770
| – | – | 0.02% | 211 |
|
|
2024
Q2 | $28.9K | Hold |
770
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $28.1K | Buy |
770
+220
| +40% | +$8.04K | 0.02% | 216 |
|
|
2023
Q4 | $18.3K | Hold |
550
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $16.5K | Hold |
550
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $17K | Hold |
550
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $15.8K | Hold |
550
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $14.9K | Hold |
550
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $14K | Hold |
550
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $15K | Buy |
+550
| New | +$15K | 0.01% | 236 |
|