My Personal CFO LLC’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 | $6.77M | Buy |
159,831
+25,624
| +19% | +$1.09M | 3.08% | 7 |
|
|
2025
Q1 | $5.16M | Sell |
134,207
-2,473
| -2% | -$95.1K | 2.6% | 8 |
|
|
2024
Q4 | $5.53M | Buy |
136,680
+36,395
| +36% | +$1.47M | 2.84% | 8 |
|
|
2024
Q3 | $3.98M | Sell |
100,285
-19,340
| -16% | -$768K | 2.18% | 10 |
|
|
2024
Q2 | $4.48M | Buy |
119,625
+3,358
| +3% | +$126K | 2.39% | 9 |
|
|
2024
Q1 | $4.25M | Sell |
116,267
-548
| -0.5% | -$20K | 2.45% | 9 |
|
|
2023
Q4 | $3.88M | Buy |
116,815
+14,828
| +15% | +$493K | 2.53% | 9 |
|
|
2023
Q3 | $3.05M | Buy |
101,987
+2,920
| +3% | +$87.5K | 2.47% | 10 |
|
|
2023
Q2 | $3.07M | Buy |
99,067
+11,273
| +13% | +$349K | 2.41% | 11 |
|
|
2023
Q1 | $2.53M | Buy |
87,794
+79,121
| +912% | +$2.28M | 2.16% | 12 |
|
|
2022
Q4 | $1.37M | Sell |
8,673
-13,533
| -61% | -$2.14M | 1.26% | 19 |
|
|
2022
Q3 | $1.51M | Sell |
22,206
-23,140
| -51% | -$1.57M | 2.29% | 13 |
|
|
2022
Q2 | $1.2M | Buy |
45,346
+7,725
| +21% | +$204K | 1.54% | 19 |
|
|
2022
Q1 | $1.19M | Sell |
37,621
-15,031
| -29% | -$474K | 1.23% | 22 |
|
|
2021
Q4 | $1.74M | Buy |
+52,652
| New | +$1.74M | 1.52% | 16 |
|