Stratos Wealth Partners’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 | $3.76M | Buy |
88,812
+16,587
| +23% | +$703K | 0.05% | 345 |
|
|
2025
Q1 | $2.78M | Sell |
72,225
-5,456
| -7% | -$210K | 0.04% | 369 |
|
|
2024
Q4 | $3.15M | Sell |
77,681
-8,353
| -10% | -$338K | 0.04% | 363 |
|
|
2024
Q3 | $3.41M | Buy |
86,034
+25,378
| +42% | +$1.01M | 0.05% | 341 |
|
|
2024
Q2 | $2.27M | Buy |
60,656
+5,803
| +11% | +$218K | 0.04% | 418 |
|
|
2024
Q1 | $2M | Hold |
54,853
| – | – | 0.03% | 439 |
|
|
2023
Q4 | $1.82M | Buy |
54,853
+26,844
| +96% | +$893K | 0.03% | 438 |
|
|
2023
Q3 | $839K | Buy |
+28,009
| New | +$839K | 0.02% | 632 |
|