Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $335K | Buy |
8,271
+5,036
| +156% | +$204K | 0.09% | 102 |
|
|
2024
Q3 | $128K | Buy |
3,235
+248
| +8% | +$9.84K | 0.03% | 155 |
|
|
2024
Q2 | $112K | Buy |
2,987
+847
| +40% | +$31.8K | 0.03% | 159 |
|
|
2024
Q1 | $78.2K | Sell |
2,140
-2,414
| -53% | -$88.2K | 0.02% | 200 |
|
|
2023
Q4 | $151K | Buy |
4,554
+1,158
| +34% | +$38.5K | 0.06% | 123 |
|
|
2023
Q3 | $102K | Buy |
3,396
+170
| +5% | +$5.09K | 0.04% | 164 |
|
|
2023
Q2 | $100K | Buy |
3,226
+192
| +6% | +$5.95K | 0.04% | 172 |
|
|
2023
Q1 | $87.3K | Buy |
+3,034
| New | +$87.3K | 0.04% | 136 |
|