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SpringVest Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.08M Sell
72,751
-22,051
-23% -$934K 2.5% 10
2025
Q1
$3.64M Sell
94,802
-1,253
-1% -$48.2K 3.02% 10
2024
Q4
$3.89M Buy
+96,055
New +$3.89M 3.33% 8