Meritas 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 | $2.63M | Sell |
62,102
-2,387
| -4% | -$101K | 1.45% | 13 |
|
|
2025
Q1 | $2.48M | Sell |
64,489
-3,168
| -5% | -$122K | 1.45% | 13 |
|
|
2024
Q4 | $2.74M | Hold |
67,657
| – | – | 1.65% | 13 |
|
|
2024
Q3 | $2.69M | Sell |
67,657
-970
| -1% | -$38.5K | 1.66% | 11 |
|
|
2024
Q2 | $2.57M | Sell |
68,627
-7,445
| -10% | -$279K | 1.81% | 11 |
|
|
2024
Q1 | $2.78M | Sell |
76,072
-11,889
| -14% | -$434K | 1.93% | 11 |
|
|
2023
Q4 | $2.92M | Hold |
87,961
| – | – | 2.19% | 10 |
|
|
2023
Q3 | $2.63M | Sell |
87,961
-8,275
| -9% | -$248K | 2.02% | 9 |
|
|
2023
Q2 | $2.98M | Hold |
96,236
| – | – | 2.24% | 9 |
|
|
2023
Q1 | $2.77M | Sell |
96,236
-6,538
| -6% | -$188K | 2.18% | 9 |
|
|
2022
Q4 | $2.78M | Buy |
+102,774
| New | +$2.78M | 2.29% | 9 |
|