Modera Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Sell |
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|
2025
Q1 | $135M | Sell |
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|
2024
Q4 | $147M | Sell |
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|
2024
Q3 | $146M | Sell |
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|
2024
Q2 | $151M | Sell |
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|
2024
Q1 | $153M | Sell |
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|
2023
Q4 | $162M | Sell |
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|
2023
Q3 | $146M | Buy |
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|
2023
Q2 | $143M | Buy |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $698K | Buy |
|