Steward Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $175K | Hold |
5,845
| – | – | 0.06% | 77 |
|
|
2023
Q2 | $181K | Hold |
5,845
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $168K | Hold |
5,845
| – | – | 0.06% | 47 |
|
|
2022
Q4 | $157K | Sell |
5,845
-18,450
| -76% | -$496K | 0.08% | 43 |
|
|
2022
Q3 | $611K | Buy |
24,295
+8,315
| +52% | +$209K | 0.45% | 20 |
|
|
2022
Q2 | $422K | Buy |
+15,980
| New | +$422K | 0.35% | 23 |
|