Shearwater Capital’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 | $285K | Sell |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $308K | Buy |
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