Morton Capital 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 | $6.75M | Buy |
159,465
+1,008
| +0.6% | +$42.7K | 1.2% | 12 |
|
|
2025
Q1 | $6.09M | Buy |
158,457
+3,860
| +2% | +$148K | 1.18% | 11 |
|
|
2024
Q4 | $6.26M | Sell |
154,597
-9,183
| -6% | -$372K | 1.18% | 12 |
|
|
2024
Q3 | $6.5M | Sell |
163,780
-5,201
| -3% | -$206K | 1.28% | 12 |
|
|
2024
Q2 | $6.34M | Sell |
168,981
-4,044
| -2% | -$152K | 1.5% | 12 |
|
|
2024
Q1 | $6.32M | Sell |
173,025
-5,226
| -3% | -$191K | 1.71% | 11 |
|
|
2023
Q4 | $5.93M | Sell |
178,251
-9,519
| -5% | -$317K | 1.76% | 11 |
|
|
2023
Q3 | $5.62M | Buy |
187,770
+14,387
| +8% | +$431K | 1.99% | 8 |
|
|
2023
Q2 | $5.37M | Buy |
173,383
+11,290
| +7% | +$350K | 1.83% | 9 |
|
|
2023
Q1 | $4.66M | Sell |
162,093
-1,807
| -1% | -$52K | 1.65% | 10 |
|
|
2022
Q4 | $4.43M | Buy |
163,900
+52,284
| +47% | +$1.41M | 1.73% | 9 |
|
|
2022
Q3 | $2.81M | Sell |
111,616
-3,795
| -3% | -$95.4K | 1.28% | 10 |
|
|
2022
Q2 | $3.05M | Buy |
+115,411
| New | +$3.05M | 1.33% | 10 |
|