PEA
Park Edge Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,172
| Closed | -$238K | – | 128 |
|
2023
Q4 | $238K | Sell |
7,172
-697
| -9% | -$23.2K | 0.08% | 101 |
|
2023
Q3 | $236K | Sell |
7,869
-2,031
| -21% | -$60.8K | 0.08% | 96 |
|
2023
Q2 | $307K | Hold |
9,900
| – | – | 0.1% | 82 |
|
2023
Q1 | $285K | Hold |
9,900
| – | – | 0.11% | 81 |
|
2022
Q4 | $267K | Buy |
+9,900
| New | +$267K | 0.12% | 79 |
|