Silver Oak Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,300
| Closed | -$488K | – | 66 |
|
|
2024
Q3 | $488K | Sell |
12,300
-519
| -4% | -$20.6K | 0.25% | 41 |
|
|
2024
Q2 | $480K | Hold |
12,819
| – | – | 0.27% | 38 |
|
|
2024
Q1 | $469K | Hold |
12,819
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $426K | Hold |
12,819
| – | – | 0.25% | 39 |
|
|
2023
Q3 | $383K | Hold |
12,819
| – | – | 0.25% | 40 |
|
|
2023
Q2 | $397K | Buy |
12,819
+4,598
| +56% | +$142K | 0.26% | 35 |
|
|
2023
Q1 | $236K | Buy |
8,221
+95
| +1% | +$2.73K | 0.16% | 50 |
|
|
2022
Q4 | $219K | Buy |
+8,126
| New | +$219K | 0.15% | 53 |
|