Sax Wealth Advisors’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 | $19.5M | Buy |
460,202
+74,595
| +19% | +$3.16M | 1.18% | 16 |
|
|
2025
Q1 | $14.8M | Buy |
385,607
+22,959
| +6% | +$883K | 1.06% | 19 |
|
|
2024
Q4 | $14.7M | Sell |
362,648
-39,844
| -10% | -$1.61M | 1.15% | 18 |
|
|
2024
Q3 | $16M | Buy |
402,492
+943
| +0.2% | +$37.4K | 1.42% | 16 |
|
|
2024
Q2 | $15.1M | Buy |
401,549
+24,143
| +6% | +$905K | 1.43% | 16 |
|
|
2024
Q1 | $13.8M | Buy |
377,406
+120,175
| +47% | +$4.39M | 1.61% | 15 |
|
|
2023
Q4 | $8.55M | Buy |
257,231
+78,589
| +44% | +$2.61M | 1.4% | 20 |
|
|
2023
Q3 | $5.35M | Buy |
178,642
+11,518
| +7% | +$345K | 1.05% | 26 |
|
|
2023
Q2 | $5.18M | Sell |
167,124
-1,483
| -0.9% | -$46K | 1.03% | 25 |
|
|
2023
Q1 | $4.85M | Buy |
168,607
+35,052
| +26% | +$1.01M | 1.05% | 23 |
|
|
2022
Q4 | $3.61M | Buy |
133,555
+54,266
| +68% | +$1.47M | 0.83% | 27 |
|
|
2022
Q3 | $1.99M | Buy |
79,289
+32,863
| +71% | +$826K | 0.51% | 37 |
|
|
2022
Q2 | $1.23M | Buy |
46,426
+16,099
| +53% | +$425K | 0.31% | 53 |
|
|
2022
Q1 | $956K | Buy |
30,327
+2,083
| +7% | +$65.7K | 0.23% | 63 |
|
|
2021
Q4 | $932K | Buy |
28,244
+3,053
| +12% | +$101K | 0.19% | 71 |
|
|
2021
Q3 | $759K | Buy |
25,191
+1,631
| +7% | +$49.1K | 0.18% | 75 |
|
|
2021
Q2 | $712K | Buy |
23,560
+11,995
| +104% | +$362K | 0.24% | 73 |
|
|
2021
Q1 | $326K | Buy |
+11,565
| New | +$326K | 0.12% | 110 |
|