Root Financial Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.78M | Buy |
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|
2025
Q2 | $5.92M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $970K | Hold |
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|
2024
Q3 | $951K | Hold |
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|
2024
Q2 | $898K | Hold |
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|
2024
Q1 | $875K | Hold |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $846K | Buy |
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