Shira Ridge Wealth Management’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 | $21.7M | Sell |
513,147
-12,467
| -2% | -$528K | 9.93% | 2 |
|
|
2025
Q1 | $20.2M | Buy |
525,614
+4,297
| +0.8% | +$165K | 10.07% | 2 |
|
|
2024
Q4 | $21.1M | Sell |
521,317
-4,600
| -0.9% | -$186K | 10.33% | 2 |
|
|
2024
Q3 | $20.9M | Sell |
525,917
-5,976
| -1% | -$237K | 10.64% | 2 |
|
|
2024
Q2 | $19.9M | Buy |
531,893
+4,871
| +0.9% | +$183K | 11.11% | 2 |
|
|
2024
Q1 | $19.3M | Sell |
527,022
-11,522
| -2% | -$421K | 11.02% | 2 |
|
|
2023
Q4 | $17.9M | Sell |
538,544
-3,447
| -0.6% | -$115K | 10.75% | 2 |
|
|
2023
Q3 | $16.2M | Buy |
541,991
+9,717
| +2% | +$291K | 10.66% | 2 |
|
|
2023
Q2 | $16.5M | Buy |
532,274
+30,685
| +6% | +$951K | 10.34% | 2 |
|
|
2023
Q1 | $14.4M | Buy |
501,589
+2,364
| +0.5% | +$68K | 9.53% | 2 |
|
|
2022
Q4 | $13.5M | Buy |
+499,225
| New | +$13.5M | 9.29% | 2 |
|