Morton Capital 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
Q3 | $7.07M | Sell |
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|
2025
Q2 | $6.75M | Buy |
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|
2025
Q1 | $6.09M | Buy |
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|
2024
Q4 | $6.26M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $6.34M | Sell |
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|
2024
Q1 | $6.32M | Sell |
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|
2023
Q4 | $5.93M | Sell |
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|
2023
Q3 | $5.62M | Buy |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $4.66M | Sell |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.05M | Buy |
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