Olistico Wealth’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 | $1.47M | Sell |
34,628
-128
| -0.4% | -$5.42K | 0.81% | 26 |
|
2025
Q1 | $1.34M | Buy |
34,756
+61
| +0.2% | +$2.35K | 0.83% | 26 |
|
2024
Q4 | $1.4M | Sell |
34,695
-47
| -0.1% | -$1.9K | 0.82% | 26 |
|
2024
Q3 | $1.38M | Sell |
34,742
-5,486
| -14% | -$218K | 0.84% | 26 |
|
2024
Q2 | $1.51M | Sell |
40,228
-3,596
| -8% | -$135K | 0.96% | 25 |
|
2024
Q1 | $1.6M | Sell |
43,824
-301
| -0.7% | -$11K | 1.16% | 20 |
|
2023
Q4 | $1.47M | Sell |
44,125
-25,162
| -36% | -$837K | 1.15% | 20 |
|
2023
Q3 | $2.08M | Buy |
69,287
+5,613
| +9% | +$168K | 1.85% | 8 |
|
2023
Q2 | $1.97M | Buy |
63,674
+16,737
| +36% | +$519K | 1.69% | 10 |
|
2023
Q1 | $1.35M | Sell |
46,937
-34
| -0.1% | -$978 | 1.3% | 16 |
|
2022
Q4 | $1.27M | Buy |
+46,971
| New | +$1.27M | 1.37% | 15 |
|