Spire 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
Q3 | – | Sell |
-32,127
| Closed | -$1.2M | – | 2185 |
|
|
2024
Q2 | $1.2M | Buy |
32,127
+586
| +2% | +$22K | 0.04% | 308 |
|
|
2024
Q1 | $1.15M | Sell |
31,541
-2,659
| -8% | -$97.2K | 0.02% | 347 |
|
|
2023
Q4 | $1.15M | Buy |
34,200
+18,330
| +116% | +$614K | 0.04% | 336 |
|
|
2023
Q3 | $475K | Buy |
15,870
+4,235
| +36% | +$127K | 0.02% | 485 |
|
|
2023
Q2 | $361K | Buy |
11,635
+159
| +1% | +$4.93K | 0.01% | 570 |
|
|
2023
Q1 | $330K | Buy |
11,476
+2,992
| +35% | +$86.1K | 0.01% | 594 |
|
|
2022
Q4 | $229K | Buy |
8,484
+5,674
| +202% | +$153K | 0.01% | 519 |
|
|
2022
Q3 | $71K | Buy |
2,810
+2,260
| +411% | +$57.1K | ﹤0.01% | 824 |
|
|
2022
Q2 | $15K | Hold |
550
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q1 | $17K | Hold |
550
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q4 | $18K | Hold |
550
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q3 | $17K | Buy |
+550
| New | +$17K | ﹤0.01% | 1920 |
|