Oak Wealth 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	$9.5M	Buy	224,182 +72,532	+48%	+$3.07M	6.09%	5
2025 Q1	$5.83M	Buy	151,650 +3,564	+2%	+$137K	4.31%	8
2024 Q4	$6M	Buy	+148,086	New	+$6M	4.61%	7