Rockbridge Investment Management’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 | $1.69M | Buy |
39,979
+1,474
| +4% | +$62.4K | 0.18% | 44 |
|
|
2025
Q1 | $1.48M | Buy |
38,505
+282
| +0.7% | +$10.8K | 0.18% | 43 |
|
|
2024
Q4 | $1.55M | Buy |
38,223
+6,648
| +21% | +$269K | 0.2% | 46 |
|
|
2024
Q3 | $1.25M | Buy |
31,575
+50
| +0.2% | +$1.99K | 0.16% | 52 |
|
|
2024
Q2 | $1.18M | Buy |
31,525
+2,068
| +7% | +$77.5K | 0.17% | 50 |
|
|
2024
Q1 | $1.08M | Buy |
29,457
+505
| +2% | +$18.5K | 0.16% | 52 |
|
|
2023
Q4 | $963K | Sell |
28,952
-1,206
| -4% | -$40.1K | 0.15% | 53 |
|
|
2023
Q3 | $903K | Buy |
30,158
+595
| +2% | +$17.8K | 0.16% | 52 |
|
|
2023
Q2 | $916K | Buy |
29,563
+1,205
| +4% | +$37.3K | 0.16% | 53 |
|
|
2023
Q1 | $816K | Buy |
28,358
+1,359
| +5% | +$39.1K | 0.15% | 53 |
|
|
2022
Q4 | $730K | Buy |
26,999
+4,647
| +21% | +$126K | 0.15% | 56 |
|
|
2022
Q3 | $562K | Hold |
22,352
| – | – | 0.13% | 60 |
|
|
2022
Q2 | $591K | Buy |
+22,352
| New | +$591K | 0.13% | 57 |
|