Momentous 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
$222K Sell
5,252
-190
-3% -$8.05K 0.14% 40
2025
Q1
$209K Sell
5,442
-694
-11% -$26.7K 0.15% 44
2024
Q4
$248K Buy
+6,136
New +$248K 0.21% 32