Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,569
| Closed | -$204K | – | 18 |
|
|
2024
Q1 | $204K | Buy |
+5,569
| New | +$204K | 0.09% | 69 |
|
|
2023
Q3 | – | Sell |
-6,809
| Closed | -$211K | – | 62 |
|
|
2023
Q2 | $211K | Buy |
+6,809
| New | +$211K | 0.12% | 57 |
|
|
2022
Q4 | – | Sell |
-10,118
| Closed | -$254K | – | 59 |
|
|
2022
Q3 | $254K | Sell |
10,118
-6,949
| -41% | -$174K | 0.18% | 51 |
|
|
2022
Q2 | $451K | Buy |
17,067
+8,092
| +90% | +$214K | 0.32% | 42 |
|
|
2022
Q1 | $283K | Buy |
+8,975
| New | +$283K | 0.2% | 47 |
|