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Regent Peak Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,583
Closed -$332K – 150
2022
Q2 		$332K Buy
+12,583
New +$332K 0.11% 110