Pinnacle Financial Group’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 | $2.18M | Sell |
51,507
-12,429
| -19% | -$526K | 0.73% | 32 |
|
|
2025
Q1 | $2.46M | Sell |
63,936
-3,537
| -5% | -$136K | 0.89% | 27 |
|
|
2024
Q4 | $2.73M | Buy |
67,473
+1,827
| +3% | +$74K | 1.07% | 26 |
|
|
2024
Q3 | $2.61M | Sell |
65,646
-153
| -0.2% | -$6.07K | 1.02% | 27 |
|
|
2024
Q2 | $2.47M | Sell |
65,799
-1,983
| -3% | -$74.3K | 1.05% | 27 |
|
|
2024
Q1 | $2.48M | Sell |
67,782
-4,505
| -6% | -$165K | 1.09% | 26 |
|
|
2023
Q4 | $2.4M | Buy |
72,287
+200
| +0.3% | +$6.65K | 1.23% | 22 |
|
|
2023
Q3 | $2.16M | Hold |
72,087
| – | – | 1.28% | 22 |
|
|
2023
Q2 | $2.23M | Hold |
72,087
| – | – | 1.27% | 21 |
|
|
2023
Q1 | $2.07M | Sell |
72,087
-293
| -0.4% | -$8.43K | 1.24% | 22 |
|
|
2022
Q4 | $1.96M | Buy |
+72,380
| New | +$1.96M | 1.38% | 20 |
|