Root Financial Partners’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 | $5.92M | Buy |
139,825
+80,872
| +137% | +$3.43M | 0.57% | 27 |
|
|
2025
Q1 | $2.27M | Buy |
58,953
+34,997
| +146% | +$1.35M | 0.24% | 35 |
|
|
2024
Q4 | $970K | Hold |
23,956
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $951K | Hold |
23,956
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $898K | Hold |
23,956
| – | – | 0.21% | 41 |
|
|
2024
Q1 | $875K | Hold |
23,956
| – | – | 0.26% | 37 |
|
|
2023
Q4 | $797K | Sell |
23,956
-1,992
| -8% | -$66.2K | 0.3% | 35 |
|
|
2023
Q3 | $777K | Sell |
25,948
-1,950
| -7% | -$58.4K | 0.41% | 30 |
|
|
2023
Q2 | $865K | Sell |
27,898
-1,519
| -5% | -$47.1K | 0.51% | 27 |
|
|
2023
Q1 | $846K | Buy |
+29,417
| New | +$846K | 0.6% | 30 |
|