Porter White Investment Advisors’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 | $460K | Sell |
10,857
-25
| -0.2% | -$1.06K | 0.21% | 31 |
|
|
2025
Q1 | $418K | Buy |
10,882
+103
| +1% | +$3.96K | 0.21% | 29 |
|
|
2024
Q4 | $436K | Buy |
10,779
+35
| +0.3% | +$1.42K | 0.22% | 28 |
|
|
2024
Q3 | $426K | Sell |
10,744
-8,836
| -45% | -$351K | 0.21% | 27 |
|
|
2024
Q2 | $734K | Sell |
19,580
-164
| -0.8% | -$6.15K | 0.39% | 24 |
|
|
2024
Q1 | $721K | Buy |
19,744
+1,910
| +11% | +$69.8K | 0.38% | 24 |
|
|
2023
Q4 | $593K | Buy |
17,834
+219
| +1% | +$7.28K | 0.37% | 24 |
|
|
2023
Q3 | $528K | Buy |
17,615
+27
| +0.2% | +$809 | 0.4% | 21 |
|
|
2023
Q2 | $545K | Buy |
17,588
+1,618
| +10% | +$50.1K | 0.43% | 19 |
|
|
2023
Q1 | $459K | Buy |
15,970
+18
| +0.1% | +$518 | 0.39% | 17 |
|
|
2022
Q4 | $431K | Buy |
+15,952
| New | +$431K | 0.38% | 15 |
|