Shearwater Capital’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 | $400K | Sell |
9,445
-61
| -0.6% | -$2.58K | 0.25% | 38 |
|
|
2025
Q1 | $365K | Hold |
9,506
| – | – | 0.26% | 34 |
|
|
2024
Q4 | $385K | Sell |
9,506
-60
| -0.6% | -$2.43K | 0.26% | 36 |
|
|
2024
Q3 | $380K | Hold |
9,566
| – | – | 0.26% | 35 |
|
|
2024
Q2 | $359K | Sell |
9,566
-5,156
| -35% | -$193K | 0.26% | 35 |
|
|
2024
Q1 | $538K | Sell |
14,722
-1,646
| -10% | -$60.1K | 0.4% | 26 |
|
|
2023
Q4 | $544K | Sell |
16,368
-8
| -0% | -$266 | 0.43% | 26 |
|
|
2023
Q3 | $490K | Hold |
16,376
| – | – | 0.44% | 26 |
|
|
2023
Q2 | $507K | Hold |
16,376
| – | – | 0.44% | 27 |
|
|
2023
Q1 | $471K | Buy |
16,376
+10,896
| +199% | +$313K | 0.44% | 26 |
|
|
2022
Q4 | $234K | Buy |
5,480
+2
| +0% | +$86 | 0.24% | 35 |
|
|
2022
Q3 | $218K | Hold |
5,478
| – | – | 0.25% | 32 |
|
|
2022
Q2 | $229K | Sell |
5,478
-70
| -1% | -$2.93K | 0.25% | 32 |
|
|
2022
Q1 | $275K | Sell |
5,548
-599
| -10% | -$29.7K | 0.25% | 33 |
|
|
2021
Q4 | $308K | Buy |
+6,147
| New | +$308K | 0.27% | 29 |
|