Mills Wealth 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 |
-13,657
| Closed | -$454K | – | 56 |
|
|
2023
Q4 | $454K | Buy |
13,657
+19
| +0.1% | +$632 | 0.35% | 32 |
|
|
2023
Q3 | $408K | Sell |
13,638
-29,411
| -68% | -$881K | 0.33% | 33 |
|
|
2023
Q2 | $1.33M | Buy |
43,049
+34
| +0.1% | +$1.05K | 1.01% | 21 |
|
|
2023
Q1 | $1.24M | Buy |
43,015
+440
| +1% | +$12.7K | 1% | 22 |
|
|
2022
Q4 | $1.15M | Buy |
+42,575
| New | +$1.15M | 1.04% | 22 |
|