OneDigital Investment 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
$160M Buy
3,767,059
+237,156
+7% +$10M 1.77% 7
2025
Q1
$136M Buy
3,529,903
+391,676
+12% +$15.1M 1.61% 10
2024
Q4
$127M Buy
3,138,227
+606,435
+24% +$24.6M 1.47% 12
2024
Q3
$100M Buy
2,531,792
+475,125
+23% +$18.9M 1.15% 17
2024
Q2
$77.1M Buy
2,056,667
+1,099,463
+115% +$41.2M 0.96% 20
2024
Q1
$35M Buy
957,204
+492,555
+106% +$18M 0.55% 41
2023
Q4
$15.4M Buy
+464,649
New +$15.4M 0.27% 84