Marshall Financial Group (Maryland)’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 | $1.63M | Sell |
38,143
-6,463
| -14% | -$276K | 0.32% | 67 |
|
|
2025
Q1 | $1.71M | Sell |
44,606
-9,983
| -18% | -$384K | 0.37% | 58 |
|
|
2024
Q4 | $2.21M | Sell |
54,589
-4,308
| -7% | -$174K | 0.54% | 42 |
|
|
2024
Q3 | $2.34M | Sell |
58,897
-2,945
| -5% | -$117K | 0.56% | 41 |
|
|
2024
Q2 | $2.32M | Sell |
61,842
-2,860
| -4% | -$107K | 0.65% | 39 |
|
|
2024
Q1 | $2.36M | Sell |
64,702
-9,838
| -13% | -$359K | 0.68% | 34 |
|
|
2023
Q4 | $2.48M | Sell |
74,540
-9,286
| -11% | -$309K | 0.8% | 29 |
|
|
2023
Q3 | $2.51M | Sell |
83,826
-4,074
| -5% | -$122K | 0.91% | 24 |
|
|
2023
Q2 | $2.72M | Sell |
87,900
-9,646
| -10% | -$299K | 0.93% | 22 |
|
|
2023
Q1 | $2.81M | Sell |
97,546
-136
| -0.1% | -$3.91K | 1.01% | 22 |
|
|
2022
Q4 | $2.64M | Sell |
97,682
-1,869
| -2% | -$50.5K | 1.03% | 22 |
|
|
2022
Q3 | $2.5M | Buy |
99,551
+5,173
| +5% | +$130K | 1.06% | 15 |
|
|
2022
Q2 | $2.49M | Buy |
94,378
+54,933
| +139% | +$1.45M | 1% | 19 |
|
|
2022
Q1 | $1.24M | Buy |
39,445
+15,070
| +62% | +$475K | 0.51% | 66 |
|
|
2021
Q4 | $804K | Buy |
+24,375
| New | +$804K | 0.3% | 125 |
|