SHFA
SC&H Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Buy |
812,484
+34,798
| +4% | +$1.47M | 5.88% | 3 |
|
|
2025
Q1 | $29.9M | Buy |
777,686
+45,722
| +6% | +$1.76M | 5.88% | 3 |
|
|
2024
Q4 | $29.6M | Buy |
731,964
+27,131
| +4% | +$1.1M | 6.12% | 3 |
|
|
2024
Q3 | $28M | Buy |
704,833
+32,757
| +5% | +$1.3M | 6.11% | 3 |
|
|
2024
Q2 | $25.2M | Buy |
672,076
+30,580
| +5% | +$1.15M | 6.17% | 3 |
|
|
2024
Q1 | $23.4M | Buy |
641,496
+33,131
| +5% | +$1.21M | 6.1% | 3 |
|
|
2023
Q4 | $20.2M | Buy |
608,365
+45,725
| +8% | +$1.52M | 5.83% | 3 |
|
|
2023
Q3 | $16.9M | Buy |
562,640
+56,521
| +11% | +$1.69M | 5.6% | 3 |
|
|
2023
Q2 | $15.7M | Buy |
506,119
+15,035
| +3% | +$466K | 5.18% | 3 |
|
|
2023
Q1 | $14.1M | Buy |
491,084
+70,276
| +17% | +$2.02M | 5.15% | 3 |
|
|
2022
Q4 | $11.4M | Buy |
420,808
+85,138
| +25% | +$2.3M | 4.71% | 4 |
|
|
2022
Q3 | $8.44M | Buy |
335,670
+38,907
| +13% | +$978K | 4.22% | 4 |
|
|
2022
Q2 | $7.84M | Buy |
296,763
+133,188
| +81% | +$3.52M | 3.66% | 6 |
|
|
2022
Q1 | $5.16M | Buy |
163,575
+109,455
| +202% | +$3.45M | 2.45% | 9 |
|
|
2021
Q4 | $1.79M | Buy |
+54,120
| New | +$1.79M | 0.99% | 23 |
|