Pine Harbor Wealth 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 | $277K | Hold |
6,545
| – | – | 0.1% | 81 |
|
2025
Q1 | $252K | Hold |
6,545
| – | – | 0.1% | 78 |
|
2024
Q4 | $265K | Hold |
6,545
| – | – | 0.11% | 79 |
|
2024
Q3 | $260K | Hold |
6,545
| – | – | 0.13% | 83 |
|
2024
Q2 | $245K | Hold |
6,545
| – | – | 0.14% | 81 |
|
2024
Q1 | $239K | Hold |
6,545
| – | – | 0.15% | 81 |
|
2023
Q4 | $218K | Buy |
+6,545
| New | +$218K | 0.17% | 91 |
|