Seamount Financial Group’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 | $3.44M | Buy |
81,197
+5,379
| +7% | +$228K | 1.77% | 14 |
|
|
2025
Q1 | $2.91M | Buy |
75,818
+914
| +1% | +$35.1K | 1.98% | 13 |
|
|
2024
Q4 | $3.03M | Sell |
74,904
-4,838
| -6% | -$196K | 2.09% | 11 |
|
|
2024
Q3 | $3.16M | Buy |
79,742
+75
| +0.1% | +$2.98K | 2.38% | 9 |
|
|
2024
Q2 | $2.99M | Sell |
79,667
-648
| -0.8% | -$24.3K | 2.44% | 8 |
|
|
2024
Q1 | $2.93M | Buy |
80,315
+9,026
| +13% | +$330K | 2.57% | 9 |
|
|
2023
Q4 | $2.37M | Buy |
+71,289
| New | +$2.37M | 2.27% | 11 |
|