Patriot Financial Group Insurance Agency’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 | $798K | Hold |
18,839
| – | – | 0.09% | 240 |
|
|
2025
Q1 | $724K | Hold |
18,839
| – | – | 0.1% | 232 |
|
|
2024
Q4 | $763K | Sell |
18,839
-36
| -0.2% | -$1.46K | 0.1% | 217 |
|
|
2024
Q3 | $749K | Sell |
18,875
-113
| -0.6% | -$4.49K | 0.1% | 221 |
|
|
2024
Q2 | $712K | Buy |
18,988
+3,323
| +21% | +$125K | 0.1% | 212 |
|
|
2024
Q1 | $572K | Buy |
+15,665
| New | +$572K | 0.09% | 249 |
|