Morling Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
518,697
+5,736
| +1% | +$243K | 7.18% | 6 |
|
|
2025
Q1 | $19.7M | Buy |
512,961
+10,297
| +2% | +$396K | 6.79% | 5 |
|
|
2024
Q4 | $20.4M | Buy |
502,664
+10,891
| +2% | +$441K | 7.1% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
491,773
+18,843
| +4% | +$748K | 7.44% | 4 |
|
|
2024
Q2 | $17.7M | Buy |
472,930
+8,865
| +2% | +$332K | 7.73% | 4 |
|
|
2024
Q1 | $17M | Buy |
464,065
+417,092
| +888% | +$15.2M | 9.7% | 3 |
|
|
2023
Q4 | $1.56M | Buy |
46,973
+1,074
| +2% | +$35.7K | 1.26% | 14 |
|
|
2023
Q3 | $1.37M | Buy |
45,899
+498
| +1% | +$14.9K | 1.36% | 14 |
|
|
2023
Q2 | $1.41M | Buy |
45,401
+5,991
| +15% | +$186K | 1.35% | 15 |
|
|
2023
Q1 | $1.13M | Buy |
39,410
+4,782
| +14% | +$138K | 1.22% | 17 |
|
|
2022
Q4 | $936K | Sell |
34,628
-131,558
| -79% | -$3.55M | 1.19% | 20 |
|
|
2022
Q3 | $4.18M | Sell |
166,186
-8,375
| -5% | -$211K | 5.69% | 6 |
|
|
2022
Q2 | $4.61M | Buy |
+174,561
| New | +$4.61M | 6.02% | 6 |
|