RCS Financial Planning’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 | $2.43M | Sell |
57,437
-394
| -0.7% | -$16.7K | 1.21% | 22 |
|
|
2025
Q1 | $2.22M | Sell |
57,831
-3,478
| -6% | -$134K | 1.17% | 22 |
|
|
2024
Q4 | $2.48M | Sell |
61,309
-2,472
| -4% | -$100K | 1.32% | 21 |
|
|
2024
Q3 | $2.53M | Sell |
63,781
-2,634
| -4% | -$105K | 1.41% | 17 |
|
|
2024
Q2 | $2.49M | Sell |
66,415
-487
| -0.7% | -$18.3K | 1.47% | 15 |
|
|
2024
Q1 | $2.44M | Sell |
66,902
-27,817
| -29% | -$1.02M | 1.5% | 15 |
|
|
2023
Q4 | $3.15M | Sell |
94,719
-19,405
| -17% | -$645K | 2.06% | 9 |
|
|
2023
Q3 | $3.42M | Sell |
114,124
-4,819
| -4% | -$144K | 2.61% | 9 |
|
|
2023
Q2 | $3.69M | Sell |
118,943
-19,600
| -14% | -$607K | 3.04% | 9 |
|
|
2023
Q1 | $3.99M | Sell |
138,543
-2,168
| -2% | -$62.4K | 3.54% | 8 |
|
|
2022
Q4 | $3.8M | Buy |
+140,711
| New | +$3.8M | 3.69% | 8 |
|