Melfa Wealth Management’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 | $3.04M | Buy |
71,775
+71
| +0.1% | +$3.01K | 1.92% | 10 |
|
2025
Q1 | $2.76M | Sell |
71,704
-1,452
| -2% | -$55.8K | 1.86% | 8 |
|
2024
Q4 | $2.96M | Buy |
73,156
+89
| +0.1% | +$3.6K | 1.98% | 7 |
|
2024
Q3 | $2.9M | Sell |
73,067
-2,736
| -4% | -$109K | 1.91% | 6 |
|
2024
Q2 | $2.84M | Sell |
75,803
-329
| -0.4% | -$12.3K | 1.99% | 6 |
|
2024
Q1 | $2.78M | Buy |
76,132
+1,899
| +3% | +$69.4K | 2.01% | 6 |
|
2023
Q4 | $2.47M | Sell |
74,233
-171
| -0.2% | -$5.69K | 2.32% | 8 |
|
2023
Q3 | $2.23M | Buy |
74,404
+5,820
| +8% | +$174K | 2.42% | 7 |
|
2023
Q2 | $2.13M | Sell |
68,584
-1,541
| -2% | -$47.8K | 2.15% | 11 |
|
2023
Q1 | $2.02M | Buy |
70,125
+1,217
| +2% | +$35K | 2.02% | 11 |
|
2022
Q4 | $1.86M | Buy |
+68,908
| New | +$1.86M | 1.95% | 12 |
|