Meridian Wealth Partners’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 | $77.3M | Buy |
1,824,109
+12,148
| +0.7% | +$515K | 11.2% | 3 |
|
|
2025
Q1 | $69.7M | Sell |
1,811,961
-34,803
| -2% | -$1.34M | 11.12% | 3 |
|
|
2024
Q4 | $74.8M | Buy |
1,846,764
+17,108
| +0.9% | +$693K | 11.34% | 2 |
|
|
2024
Q3 | $72.6M | Sell |
1,829,656
-76,777
| -4% | -$3.05M | 11.29% | 3 |
|
|
2024
Q2 | $71.5M | Buy |
1,906,433
+5,806
| +0.3% | +$218K | 12.62% | 2 |
|
|
2024
Q1 | $69.4M | Buy |
1,900,627
+26,188
| +1% | +$957K | 12.53% | 2 |
|
|
2023
Q4 | $62.3M | Sell |
1,874,439
-24,755
| -1% | -$823K | 11.9% | 2 |
|
|
2023
Q3 | $56.9M | Buy |
1,899,194
+30,447
| +2% | +$912K | 11.84% | 2 |
|
|
2023
Q2 | $57.9M | Buy |
1,868,747
+54,522
| +3% | +$1.69M | 11.89% | 2 |
|
|
2023
Q1 | $52.2M | Buy |
1,814,225
+13,865
| +0.8% | +$399K | 11.36% | 2 |
|
|
2022
Q4 | $48.6M | Buy |
1,800,360
+64,950
| +4% | +$1.75M | 11.25% | 2 |
|
|
2022
Q3 | $43.6M | Sell |
1,735,410
-821,351
| -32% | -$20.7M | 10.92% | 3 |
|
|
2022
Q2 | $67.6M | Buy |
2,556,761
+35,606
| +1% | +$941K | 16.04% | 2 |
|
|
2022
Q1 | $79.5M | Buy |
2,521,155
+62,837
| +3% | +$1.98M | 16.72% | 2 |
|
|
2021
Q4 | $81.1M | Sell |
2,458,318
-1,677
| -0.1% | -$55.3K | 16.25% | 2 |
|
|
2021
Q3 | $74.1M | Buy |
2,459,995
+6,676
| +0.3% | +$201K | 16.04% | 2 |
|
|
2021
Q2 | $74.1M | Buy |
2,453,319
+5,387
| +0.2% | +$163K | 17.3% | 2 |
|
|
2021
Q1 | $69M | Buy |
+2,447,932
| New | +$69M | 20.72% | 1 |
|