Phillips Financial Management’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 | $70.3K | Sell |
1,658
-288
| -15% | -$12.2K | 0.01% | 214 |
|
|
2025
Q1 | $74.8K | Buy |
1,946
+1
| +0.1% | +$38 | 0.01% | 204 |
|
|
2024
Q4 | $78.8K | Buy |
1,945
+2
| +0.1% | +$81 | 0.01% | 202 |
|
|
2024
Q3 | $77.1K | Buy |
1,943
+1
| +0.1% | +$40 | 0.01% | 209 |
|
|
2024
Q2 | $72.8K | Buy |
1,942
+2
| +0.1% | +$75 | 0.01% | 209 |
|
|
2024
Q1 | $70.9K | Buy |
1,940
+1
| +0.1% | +$37 | 0.01% | 205 |
|
|
2023
Q4 | $64.5K | Sell |
1,939
-4,510
| -70% | -$150K | 0.01% | 188 |
|
|
2023
Q3 | $193K | Buy |
6,449
+2
| +0% | +$60 | 0.02% | 159 |
|
|
2023
Q2 | $200K | Sell |
6,447
-14,372
| -69% | -$445K | 0.02% | 160 |
|
|
2023
Q1 | $599K | Buy |
20,819
+15
| +0.1% | +$432 | 0.06% | 119 |
|
|
2022
Q4 | $562K | Sell |
20,804
-162
| -0.8% | -$4.38K | 0.06% | 109 |
|
|
2022
Q3 | $527K | Buy |
20,966
+61
| +0.3% | +$1.53K | 0.06% | 111 |
|
|
2022
Q2 | $553K | Buy |
20,905
+436
| +2% | +$11.5K | 0.06% | 94 |
|
|
2022
Q1 | $645K | Buy |
+20,469
| New | +$645K | 0.06% | 99 |
|