Rockwood Wealth 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 | $556K | Sell |
13,131
-16
| -0.1% | -$678 | 0.05% | 57 |
|
|
2025
Q1 | $505K | Hold |
13,147
| – | – | 0.05% | 52 |
|
|
2024
Q4 | $534K | Hold |
13,147
| – | – | 0.06% | 49 |
|
|
2024
Q3 | $522K | Hold |
13,147
| – | – | 0.06% | 50 |
|
|
2024
Q2 | $493K | Hold |
13,147
| – | – | 0.06% | 51 |
|
|
2024
Q1 | $480K | Hold |
13,147
| – | – | 0.06% | 52 |
|
|
2023
Q4 | $437K | Buy |
+13,147
| New | +$437K | 0.06% | 51 |
|