Robinson Smith Wealth 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 | $4.09M | Buy |
96,436
+1,946
| +2% | +$82.4K | 3.26% | 6 |
|
|
2025
Q1 | $3.63M | Buy |
94,490
+8,303
| +10% | +$319K | 3.04% | 6 |
|
|
2024
Q4 | $3.49M | Buy |
86,187
+11,993
| +16% | +$486K | 2.96% | 7 |
|
|
2024
Q3 | $2.94M | Sell |
74,194
-1,567
| -2% | -$62.2K | 2.5% | 9 |
|
|
2024
Q2 | $2.84M | Buy |
75,761
+6,756
| +10% | +$253K | 2.5% | 7 |
|
|
2024
Q1 | $2.52M | Sell |
69,005
-84
| -0.1% | -$3.07K | 2.42% | 9 |
|
|
2023
Q4 | $2.3M | Buy |
+69,089
| New | +$2.3M | 2.26% | 9 |
|