Milestone Asset Management Group’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
$1.89M Buy
44,667
+4,778
+12% +$202K 1.4% 22
2025
Q1
$1.53M Buy
39,889
+6,635
+20% +$255K 1.39% 26
2024
Q4
$1.35M Buy
+33,254
New +$1.35M 1.2% 26