McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,110
| Closed | -$103K | – | 366 |
|
|
2023
Q4 | $103K | Buy |
3,110
+13
| +0.4% | +$431 | 0.08% | 105 |
|
|
2023
Q3 | $92K | Buy |
3,097
+11
| +0.4% | +$327 | 0.08% | 106 |
|
|
2023
Q2 | $95K | Buy |
3,086
+11
| +0.4% | +$339 | 0.08% | 105 |
|
|
2023
Q1 | $88K | Buy |
3,075
+9
| +0.3% | +$258 | 0.08% | 107 |
|
|
2022
Q4 | $82K | Buy |
3,066
+13
| +0.4% | +$348 | 0.08% | 115 |
|
|
2022
Q3 | $76K | Buy |
+3,053
| New | +$76K | 0.08% | 102 |
|