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Planned Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Planned Solutions’s Portfolio DFAU Stock Details DFAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,909
Closed -$155K – 235
2024
Q3 		$155K Buy
+3,909
New +$155K 0.06% 142
2024
Q1 		– Sell
-3,909
Closed -$130K – 200
2023
Q4 		$130K Buy
+3,909
New +$130K 0.06% 146