Mosaic Family Wealth Partners’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 | $879K | Sell |
20,756
-612
| -3% | -$25.9K | 0.11% | 91 |
|
|
2025
Q1 | $821K | Buy |
21,368
+2,257
| +12% | +$86.8K | 0.12% | 90 |
|
|
2024
Q4 | $774K | Buy |
19,111
+1,542
| +9% | +$62.4K | 0.11% | 90 |
|
|
2024
Q3 | $697K | Buy |
17,569
+421
| +2% | +$16.7K | 0.1% | 96 |
|
|
2024
Q2 | $643K | Buy |
17,148
+602
| +4% | +$22.6K | 0.1% | 99 |
|
|
2024
Q1 | $605K | Buy |
16,546
+292
| +2% | +$10.7K | 0.1% | 109 |
|
|
2023
Q4 | $540K | Buy |
16,254
+1,569
| +11% | +$52.2K | 0.09% | 110 |
|
|
2023
Q3 | $440K | Buy |
14,685
+967
| +7% | +$29K | 0.09% | 111 |
|
|
2023
Q2 | $425K | Buy |
13,718
+441
| +3% | +$13.7K | 0.08% | 111 |
|
|
2023
Q1 | $382K | Buy |
+13,277
| New | +$382K | 0.08% | 121 |
|