Steward Partners Investment Advisory’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 | $18.3K | Hold |
431
| – | – | ﹤0.01% | 2961 |
|
|
2025
Q1 | $16.6K | Hold |
431
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q4 | $17.5K | Hold |
431
| – | – | ﹤0.01% | 2862 |
|
|
2024
Q3 | $17.1K | Hold |
431
| – | – | ﹤0.01% | 2722 |
|
|
2024
Q2 | $16.2K | Hold |
431
| – | – | ﹤0.01% | 2606 |
|
|
2024
Q1 | $15.7K | Hold |
431
| – | – | ﹤0.01% | 2622 |
|
|
2023
Q4 | $14.3K | Sell |
431
-12
| -3% | -$399 | ﹤0.01% | 2552 |
|
|
2023
Q3 | $13.3K | Hold |
443
| – | – | ﹤0.01% | 2477 |
|
|
2023
Q2 | $13.7K | Buy |
443
+12
| +3% | +$372 | ﹤0.01% | 2464 |
|
|
2023
Q1 | $12.4K | Hold |
431
| – | – | ﹤0.01% | 2459 |
|
|
2022
Q4 | $11.6K | Hold |
431
| – | – | ﹤0.01% | 2488 |
|
|
2022
Q3 | $11K | Hold |
431
| – | – | ﹤0.01% | 2478 |
|
|
2022
Q2 | $11K | Hold |
431
| – | – | ﹤0.01% | 2478 |
|
|
2022
Q1 | $14K | Hold |
431
| – | – | ﹤0.01% | 2518 |
|
|
2021
Q4 | $14K | Hold |
431
| – | – | ﹤0.01% | 2466 |
|
|
2021
Q3 | $13K | Hold |
431
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q2 | $13K | Hold |
431
| – | – | ﹤0.01% | 5640 |
|
|
2021
Q1 | $12.1K | Buy |
+431
| New | +$12.1K | ﹤0.01% | 2698 |
|