MRWM
ML&R Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $326K | Sell |
8,933
-4,097
| -31% | -$150K | 0.08% | 55 |
|
|
2023
Q4 | $433K | Buy |
13,030
+2,064
| +19% | +$68.6K | 0.1% | 50 |
|
|
2023
Q3 | $328K | Sell |
10,966
-2,144
| -16% | -$64.2K | 0.09% | 50 |
|
|
2023
Q2 | $406K | Buy |
13,110
+1,868
| +17% | +$57.9K | 0.09% | 67 |
|
|
2023
Q1 | $323K | Buy |
11,242
+831
| +8% | +$23.9K | 0.09% | 52 |
|
|
2022
Q4 | $281K | Sell |
10,411
-9,790
| -48% | -$265K | 0.08% | 42 |
|
|
2022
Q3 | $508K | Buy |
20,201
+5,743
| +40% | +$144K | 0.17% | 39 |
|
|
2022
Q2 | $382K | Buy |
14,458
+579
| +4% | +$15.3K | 0.17% | 30 |
|
|
2022
Q1 | $437K | Buy |
13,879
+5,482
| +65% | +$173K | 0.16% | 31 |
|
|
2021
Q4 | $277K | Buy |
+8,397
| New | +$277K | 0.1% | 36 |
|