Market Street Wealth Management Advisors’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 | $3.06M | Sell |
72,122
-2,649
| -4% | -$112K | 0.5% | 29 |
|
|
2025
Q1 | $2.87M | Buy |
74,771
+8,130
| +12% | +$313K | 0.49% | 29 |
|
|
2024
Q4 | $2.7M | Buy |
66,641
+749
| +1% | +$30.3K | 0.45% | 29 |
|
|
2024
Q3 | $2.62M | Buy |
65,892
+5,454
| +9% | +$216K | 0.43% | 31 |
|
|
2024
Q2 | $2.27M | Buy |
60,438
+6,184
| +11% | +$232K | 0.39% | 33 |
|
|
2024
Q1 | $1.98M | Buy |
54,254
+37,145
| +217% | +$1.36M | 0.35% | 37 |
|
|
2023
Q4 | $569K | Buy |
+17,109
| New | +$569K | 0.12% | 71 |
|