Sowell Financial Services’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 | $6.43M | Buy |
151,782
+12,001
| +9% | +$508K | 0.26% | 79 |
|
|
2025
Q1 | $5.37M | Buy |
139,781
+2,945
| +2% | +$113K | 0.24% | 87 |
|
|
2024
Q4 | $5.54M | Sell |
136,836
-194,839
| -59% | -$7.89M | 0.29% | 80 |
|
|
2024
Q3 | $13.2M | Buy |
331,675
+11,914
| +4% | +$473K | 0.61% | 28 |
|
|
2024
Q2 | $12M | Buy |
319,761
+2,234
| +0.7% | +$83.8K | 0.57% | 37 |
|
|
2024
Q1 | $11.6M | Buy |
317,527
+198,501
| +167% | +$7.25M | 0.55% | 38 |
|
|
2023
Q4 | $3.96M | Buy |
119,026
+5,999
| +5% | +$199K | 0.21% | 121 |
|
|
2023
Q3 | $3.39M | Buy |
113,027
+15,190
| +16% | +$455K | 0.21% | 125 |
|
|
2023
Q2 | $3.03M | Buy |
97,837
+4,196
| +4% | +$130K | 0.17% | 143 |
|
|
2023
Q1 | $2.69M | Sell |
93,641
-1,484
| -2% | -$42.7K | 0.21% | 115 |
|
|
2022
Q4 | $2.57M | Buy |
95,125
+63,352
| +199% | +$1.71M | 0.17% | 149 |
|
|
2022
Q3 | $799K | Sell |
31,773
-14,922
| -32% | -$375K | 0.08% | 255 |
|
|
2022
Q2 | $1.33M | Buy |
+46,695
| New | +$1.33M | 0.12% | 143 |
|