SwitchPoint Financial Planning’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
$3.05M Buy
72,101
+20,198
+39% +$856K 2.5% 11
2025
Q1
$2M Hold
51,903
1.89% 13
2024
Q4
$2.1M Buy
+51,903
New +$2.1M 2.01% 12