Sax Wealth Advisors’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 | $20.1M | Sell |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $14.7M | Sell |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $8.55M | Buy |
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|
2023
Q3 | $5.35M | Buy |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $759K | Buy |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $326K | Buy |
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