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