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Sterling Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Sterling Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$44.1M Buy
1,029,072
+89,439
+10% +$3.83M 31.2% 1
2025
Q1 		$36.1M Sell
939,633
-9,770
-1% -$376K 27.84% 1
2024
Q4 		$38.4M Buy
+949,403
New +$38.4M 30.16% 1